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1. Fidelity’s Portfolio Construction Tips to Navigate Today’s Market with Mayank Goradia
Mayank Goradia is the Senior Vice President and Head of Integrated Portfolio Construction Delivery at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses. This episode covers the evolving role of portfolio construction and how Fidelity supports advisors with innovative and traditional products to meet their PC needs. — Fidelity Investments
2. How Financial Advisors Can Dominate 2025
Success in 2025 will belong to financial advisors who ditch hesitation and embrace bold, proactive strategies. This is going to be a year of seismic shifts—from tech breakthroughs to political upheavals—that present unparalleled opportunities for those ready to seize them. Here’s how I believe advisors can position themselves for a standout year. — Nigel Green
3. Generative AI Will Alter the Advisory Business
Don’t be alarmed by that headline because the robots aren’t coming for advisors’ jobs, but the reality is artificial intelligence (AI) will transform the business of financial advice. Over the long-term, that trend is likely to benefit both advisors and clients. AI’s intersection with the advisory industry also represents a form of validation for this still young technology. Financial advice is an avenue for AI adoption – something technology investors are intensely focused on. — Todd Shriber
4. What Makes an Advisor Successful?
I have been around Financial Advisors for so long that I have created hierarchies. I categorize advisors economically and professionally. I’ve done this for so long that I can usually spot a successful Advisor from across the room. Of course I get fooled sometimes, but not very often. I’m always a bit incredulous when I do this. What is it I spot? — Don Connelly
5. Curiosity: Your Secret Weapon for Winning Clients
When you meet someone new in a social situation, like at a dinner party or on an airplane, do you talk about yourself and hope to make a great first impression, or are you being curious and gaining a terrific advantage to control the narrative and direction of the conversation? — Ken Hanan
6. How Financial Advisors Can Drive Referrals with Comprehensive Planning with Tim Seifert
Tim Seifert is the Senior Vice President and Head of Retirement Solutions Distribution at Lincoln Financial. This episode explores how financial professionals can enhance client satisfaction, loyalty, and referrals by incorporating protection products into comprehensive financial plans, backed by insights from Lincoln Financial’s latest research. — Lincoln Financial Group
7. Will Regulatory Changes Challenge Big Tech’s Dominance?
The dominance of Big Tech in digital services has enabled them to scale and grow in unprecedented ways, but has also raised concerns about their expanding power. As the world becomes increasingly reliant on a handful of tech giants and AI technology advances rapidly, governments worldwide are intensifying regulatory efforts. — Stephanie Aliaga
8. Christmas Countdown: 3 Retail Stocks Poised to Shine
As the festive season approaches, businesses across various sectors gear up to make the most of the holiday cheer. From retailers cashing in on gift-giving and celebratory feasts to brands leveraging seasonal demand for creativity and entertainment, the holidays can be a critical driver of earnings. Here are three companies poised for an important festive period. —Matt Britzman
9. Want To Attract High-Net-Worth Investors? 3 Operational Challenges You’ll Need to Master First
Thanks to advancements in AI and technology, access to sophisticated investment strategies and solutions are more accessible to individual investors than perhaps ever before. While this can be helpful for many DIY investors, those with high net worths are still seeking out the personalized advice and holistic guidance that financial advisors are able to offer. But as the financial services landscape continues to grow more competitive, you’ll need to leverage your distinct differentiators to both attract and retain your ideal clients. — East Bay Investment Solutions
10. Why Interest Rate Swings Are the New Normal
The Zero Interest Rate Policy (ZIRP) era is generally viewed as the 10-12 years of coordinated central bank policy in the aftermath of the 2008 Great Financial Crisis. It included the lowest interest rates in modern history and had significant impacts on the global financial system; one impact was muted interest rate volatility. The ICE BofA MOVE Index measures U.S. Treasury market volatility, and while the measure can be quite volatile in the short run, considering it over longer time periods could be informative. — JB Golden
11. From Regulation to Revolution: Crypto’s New Era
You know Dogecoin (DOGE), the speculative crypto token with a fluffy dog mascot? It’s now worth more than Target (TGT)… America’s oldest bank, BNY Mellon (BK)… and America’s largest homebuilder, D.R. Horton (DHI). Some investors look at this and conclude crypto is just one giant casino. I get it. One crypto token called “AI Prophecy” has surged 3,000% since Election Day. Many other “memecoins” with silly names are doubling and tripling. — Stephen McBride