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1. How the Best Advisors are Getting Better
New industry data shows that clients want help with complex issues of retirement planning and the implications of longevity. Advisors listening carefully to their clients are adapting – winning new assets and new clients. — Steve Gresham
2. Sell May in April and Go Away?
The historical analysis suggests summer months of the market tend to be the weakest of the year. The mathematical statistics prove this as $10,000 invested in the market from November to April vastly outperformed that amount invested from May through October. — Lance Roberts
3. Will the U.S. Dollar Go “Digital”?
On March 15, the Federal Reserve announced a new payment service called FedNow. Shortly thereafter, claims began to circulate that FedNow is tantamount to a central bank digital currency, or CBDC. — Jack Manley
4. 5 Marketing Ideas for Financial Advisors Looking To Grow in 2023
Some will require more time and money, some you can do relatively quickly (and cheaply). Some will be a good fit for you, some may not. Save this list somewhere so you can come back when you’re looking for new ideas. — Zach McDonald
5. Calm Before Storm: Is a 10% Market Correction on the Horizon?
The time lag in monetary policies is very high. Economists estimate interest rate changes take up to 18 months to have the full effect. This means monetary policymakers need to try and predict the state of the economy for up to 18 months ahead. — Nigel Green
6. Advisors Needed as Investor Concerns, Fears Increase
If ever there was a time for advisors to prove their mettle and assuage skittish clients, this it. Actually, that’s been the case for several years now. — Todd Shriber
7. Dispelling Myths the Public Has About Financial Advisors
Many professions have their own myths. Lawyers are ambulance chasers. Accountants are bean counters. Bankers hours mean you leave work at 3:00 PM. Doctors spend Wednesday afternoon on the golf course. Financial advisors need to dispel the myths about their own profession. — Bryce Sanders
8. How To Decide Whether To Make a Big Purchase in Retirement
A recently retired client called to say they had the chance to buy the townhome attached to their vacation property on a popular lake. It was exciting for them to be able to control who their neighbors would be. What was much less exciting was what that purchase would do to their ability to live comfortably. — Ross Levin
9. The Financial Profile of Generation X
Recent memes circulating throughout social platforms cast Gen X as a laid back and go-with-the-flow group who navigate times of disruption with steady attitudes and grit. Gen X’s response to the surge of generational memes and nostalgic social content with hashtags like #ProofGenXExists? — Lilah Raynor
10. Stop Being “Just My Parent’s Advisor”: Start Connecting With the Next Generation
Between 65-70% of young inheritors leave their parents’ advisors because that advisor made little or no effort to engage with them. What holds advisors back? Not knowing how to connect and build relationships with the younger generation. — ProudMouth
11. AI Is Moving the Needle on These Stocks
The last few years, we’ve heard a lot about “pie in the sky” technologies that sound compelling but are years from making any kind of business impact. AI is the opposite. It’s transforming industries as we speak… and moving stock prices now and will for years to come. — Stephen McBride