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1. Market Cycles and Why the Bull Isn’t Dead
There is much debate as of late on the current market cycle. Is it a bear market? Maybe. But what if this is just a correction within a 40-year-long secular bull market cycle? It is a question posed by Jacques Cesar previously. — Lance Roberts
2. The Rich Know Each Other
In your local community, the people with money are not strangers. You have heard “birds of a feather flock together.” That explains the logic of country clubs. Adam Smith saw something darker. In The Wealth of Nations, he said: “People of the same trade seldom meet together, even for merriment and diversion, but the conversation ends in a conspiracy against the public, or in some contrivance to raise prices.” — Bryce Sanders
3. How Often Should We Contact Clients?
Much of the standard industry thinking around these questions is in fact quite dated I believe. For example, go back not that many years and good marketers providing a lot of fabulous material and support for financial advisers were suggesting that the ideal engagement cycle was to make sure your name was in front of clients every 90 days. — Tony Vidler
4. Busting 4 Big AI “Lies”
Doomsday prophets are shouting from the rooftops that rogue machines will wipe out humanity. Others think humanoid robots will steal all our jobs. These folks couldn’t be more WRONG. And I have the facts to prove it. — Justin Spittler
5. Gen X Needs a Massive Amount of Retirement Help
Broadly speaking, traditional financial services firms and fund issuers have essentially ignored Gen X. For years, these companies were quick to tell advisors to focus on baby boomers – a strategy that hasn’t relented. It’s increased with so many boomers retiring or close to doing so. More recently, the generational emphasis of the financial services community has morphed to include millennials and Gen Z. — Todd Shriber
6. 10 Ways in Which AI Will Make Finance Better
Financial companies rely on streams of data and complex IT infrastructures, and operate in a constantly evolving regulatory environment, making them prime candidates for AI data-driven innovation. However, risks associated will need to be managed. Here are ten ideas as to where these developments will make a difference. — Chris Skinner
7. The Increased Demand for Women in Leadership
Advisorpedia talked with Lisa Lewin, the Director of Prime Brokerage Sales at BNY Mellon | Pershing, live at the 2023 INSITE conference in Orlando, Florida. — Advisorpedia Media Group
8. Improving the Investor Experience Will Set You Apart
Technology firms devote an incredible amount of resources to improving their users’ experience. Doing so isn’t just about competition; it is about profitability. Yes, on the surface spending time and money improving the user experience (especially when users aren’t asking for it) may seem like a money loser. — Jay Mooreland
9. ‘It’s Out of My Control’ Is a Bad Excuse
Last month I was in Las Vegas for a major convention. I stayed at a very nice hotel, and each night I tried to fall and stay asleep. I emphasize the word tried because, unfortunately, there was non-stop, 24-hour-a-day road construction outside the hotel, as the city of Las Vegas is preparing for the Formula One race later this year. All night, there was jackhammering and bulldozing on the streets where the cars will be racing. — Shep Hyken
10. The Top 3 Challenges in Business Today
The truth is that virtually all organizations have access to the same products, the same technology, the same recruiting tools, the same strategic planning algorithms, the same CRM platforms and the same EVERYTHING. So, the main challenges business faces today aren’t about these things. — Roy Osing
11. Four Simple Ways Advisors Can Inspire Young People To Invest Earlier in Their Lives
For decades financial advisors and brokers have geared their working strategies towards older, and more seasoned investors, often leaving out, or simply ignoring the next generation of investors. However, as younger generations - Millennials and Generation Z - begin to take more interest in investing compared to their older peers, advisors, and brokers will need to shift their attention to how they can cater to new generations of investors. — Jacob Wolinsky