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1. For Advisors, Surprise Demographic Needs Bitcoin Advice, Attention
Bitcoin is garnering more attention and allocations from institutional investors and more big-name banks are making the cryptocurrency available to clients. — Todd Shriber
2. Use Technical Analysis to Make Investing Decisions
In the past, advisors could get away with dismissing charting as some sort of mystical practice. But it's becoming more apparent that technical analysis, or the art and science of making investment decisions based on price-chart patterns, is driving markets like never before. — Rob Isbitts
3. Delivering Financial Planning in 30 Seconds with Adam Holt
Adam Holt is the CEO and Founder of Asset-Map, an award-winning software platform that combines design thinking and personal finance to help advisors display their clients’ complete financial picture. In this episode of Power Your Advice, Doug Heikkinen and Adam discuss how Asset-Map came to be, and how they strive to help advisors deliver exactly what their clients want: clarity and simplicity. — Power Your Advice Podcast
4. What Services Should Be Included in My Fees?
Anytime someone pays a fee, they want to know what they will receive for the fee. Knowing what is covered or not covered is helpful in determining if the fee is a reasonable one or not. Investors have this same issue when evaluating the fees a financial advisor will charge them. — Catherine McBreen
5. Amid Coinbase IPO Fervor, New ETF Could Be Attractive to Clients
To say Coinbase was one of the most highly anticipated IPOs in some time is an understatement. Market observers, crypto and otherwise, are viewing Coinbase as a Bitcoin proxy (the exchange offeers access to other digital coins), particularly because there still isn't a dedicated Bitcoin exchange traded fund in the U.S. — Todd Shriber
6. Is Advertising For Lead Generation Dead?
I’ve been running a terribly unscientific survey to find out if advertising for lead generation is dead for todays financial advisers. Basically the deeply analytical process has consisted of me asking advisers continually for the last couple of years whether they are doing any advertising, and what results in the way of new enquiries (or prospects) from it. — Tony Vidler
7. Earnings Optimism Explodes
While none of this suggests the market will “crash” tomorrow, it is supportive of the idea that future returns will be substantially weaker in the future. There are few, if any, Wall Street analysts expecting a recession currently, and many are confident of a forthcoming economic growth cycle. Yet, at this time, there are few catalysts supportive of such a resurgence. — Lance Roberts
8. The Best Business Conditions of the 21st Century?
Millions of Americans, it seems, felt that the time was right to trade in their clunkers for a new set of wheels. Sales of cars and light trucks surged an incredible 58% in March compared to last year, according to Bureau of Labor Statistics data. Some 1.6 million vehicles were driven off car lots during the month, representing over 18 million on a seasonally-adjusted annual rate (SAAR). — Frank Holmes
9. Trustworthiness Is the Edge Female Advisors Have
We get calls all the time asking us for referrals. The call today came from a business acquaintance looking for a referral for her sister who had recently become a widow and wasn’t happy with the current financial advisor she and her husband had used. — Paulette Filion and Judy Paradi
10. Creating Client Income with Equity Options with Michael J. Egan
Michael J. Egan is the Founder and President of Gyroscope Capital Management Group, a Naples-based investment advisor with a 12+ year track record of providing low volatility, equity income and custom hedging solutions for individuals and financial advisors. In this episode of Power Your Advice, Doug Heikkinen and Mike discuss Gyroscope’s passion for helping advisors learn and use equity options for income generation and concentrated stock hedging. — Power Your Advice Podcast
11. 10 Things Financial Advisors Should Stop Doing On LinkedIn Immediately
As a social media channel, LinkedIn is one of the most prominent platforms for advisors and other financial professionals to grow their brand. It’s a professional platform where you can connect with like-minded individuals, share industry-related content and discuss business as a whole. — Samantha Russell