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Gold Price, USDX, and Stocks: The Winds Blow but the Mountains Stand Strong

Is the Stock Market Rally a Mirage?

From Employee to Entrepreneur: Considerations for Starting Your Independent RIA

Deficits, Debt, and Why $32 Trillion Matters

Jul 31, 2023 by Lance Roberts

While Washington continues a seemingly unbridled spending spree under the assumption more spending is better, debts and deficits matter. #debt

The Truth About Gender Differences

Jul 31, 2023 by Hugh Massie

To say that one knows anything about anyone based on gender would be quite bold, don’t you think? #gender #views

Will the Federal Reserve Hike Rates Again?

Jul 31, 2023 by J.P. Morgan Asset Management

While the Fed may need some more convincing over the next two meetings, it seems reasonable to expect this tightening cycle will end this year. #markets

FP Transitions & Oak Street Funding: Collaborating for the Client

Jul 31, 2023 by Advisorpedia Media Group

Advisorpedia welcomed Scott Leak, the Director of Business Development at FP Transitions, and Susie McEuen, the VP of Strategic Markets

Generation Fearless | Shyam Bhakta

Jul 31, 2023 by Generation Fearless

Advisorpedia has taken the opportunity to interview the next generation of financial professionals and leaders to gather their unique perspectives

Structuring for Success: A Guide to Increased Firm Valuation with John Langston

Jul 31, 2023 by Power Your Advice

John reveals expert insights on boosting your firm’s value, from structuring success and attracting investors to navigating market dynamics

11 Most Read Articles of the Week!

Jul 29, 2023 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #retirement #investing #investors #success #business #stocks #markets

7 Fun Money Lessons To Teach Your Kids This Summer

Jul 28, 2023 by Brad Sherman

Tips to incorporate smart money lessons for kids from K-12 that will add to their summer fun and set a great foundation. #money #kids #summer

Preparing Clients for 2024 Elections

Jul 28, 2023 by Todd Shriber

Election-related conversations as 2024 draws closer and be prepared to potentially navigate clients through what could be a trying time next year. #advisor

Deadly Heat and the Danger To Aging Parents With Memory Loss

Jul 28, 2023 by Dr. Mikol Davis. Ed.D

We use air conditioning, we hydrate well. But some aging parents who live alone or with only part time help at home are at particular risk. #aging

Rise of the Elders: A Silver-Lined Foundation

Jul 28, 2023 by Ayelet Baron

Elders—those in Europe, North America, Australia, and Asia—are poised to form a quarter of the total population. #aging #views

The Top 1% Of Salespeople Are Doing This

Jul 28, 2023 by Mandy McEwen

Here’s a content hack to drum up more leads that nobody talks about. And only 1% of salespeople do this RIGHT. #sales #adivsors

8 Signs It’s Time to Update Your Estate Plan

Jul 28, 2023 by Alec Borenstein

Proactively updating your estate plan, you can maintain control over your legacy, safeguard your assets, and provide peace of mind. #estate

Is Your Portfolio Over-Allocated to Tech? Why It Matters.

Jul 28, 2023 by David B. Armstrong

Underweight in the most volatile sector of the S&P 500, you probably aren’t pumped about your YTD performance – here’s why. #strategy

Big Tech Earnings in Focus for S&P 500 and Investors?

Jul 28, 2023 by Finscreener

Let’s see what investors expect from each of these companies in the June quarter. #stocks #markets #investors

Is There a Hole in Your Value Proposition?

Jul 28, 2023 by Bill Cates

Sample script from which you can build your client-centered why. And this can only be a sample, since everyone’s why is different. #advisor

Fixing Our Fiscal Disasters in One Fell Swoop

Jul 28, 2023 by Laurence Kotlikoff

Our entire fiscal operation needs immediate, radical reform. #fianance #change #US

Elevating the Client Experience

Jul 28, 2023 by InvestCloud

How personalization, automation and data unification are helping advisors put clients first. #advisors #NCRetirementCenter

5 Signals That Your RIA Firm Needs Better Software

Jul 28, 2023 by CircleBlack

The following signals can help you identify when it makes sense to put in the time to evaluate new technologies for your practice. #advisors #tech

Tech Offers Clients Surprising Dividend Proposition

Jul 28, 2023 by Todd Shriber

Tech is an increasingly prominent player on the dividend stage and that’s good news for advisors and clients alike. #tech #dividens #advisors

The Advisors Who Are Willing To Bet on Themselves

Jul 28, 2023 by Advisorpedia Media Group

Advisorpedia talked with Mike Rieker, the Head of Business Development at Aqua, live from the 2023 INSITE conference in Orlando.

Generation Fearless | Lauren Vasquez

Jul 28, 2023 by Generation Fearless

Advisorpedia has taken the opportunity to interview the next generation of financial professionals and leaders to gather their unique perspectives

Minding the Trimesters of Retirement

Jul 28, 2023 by Steve Gresham

The longer you live, the more you cruise the SS Retirement, the more chances you have to hit an iceberg. #NCRetirementCenter

4 Absolutely Critical Moves an Entrepreneur Must Make To Stay Alive

Jul 27, 2023 by Roy Osing

A formula that worked for me along my journey to take an early stage internet company to A BILLION IN ANNUAL SALES. #growth

7 Powerful Perspectives To Transform Your Career and Life

Jul 27, 2023 by Andrew LaCivita

There are perspectives, however, that go along with different aspects of your career and life that can trip you up. Hence, why I needed to cover 7 of them.

How to Emotionally Engage Your Customers Through Storytelling

Jul 27, 2023 by Joseph Michelli

From primitive cave art to modern interactive content, we are hardwired to pay attention to and remember compelling stories. #stories #advisors

Struggling To Build Culture? Stop Checking Boxes.

Jul 27, 2023 by Rachel Cooke

Culture is - and always has been - woven into the DNA of your words, your actions, your routines. #culture #inclusion

Go the Retro. 5 Ways You Can Build In Reflection To Improve Performance

Jul 27, 2023 by Suzi McAlpine

So, here are five ways you can build moments of reflection into your leadership practice. #advisors #leadership

The Hunter Biden Bombshell; Mitch McConnell’s Health; the UFO Hearing

Jul 27, 2023 by Greg Valliere

The deal is off, becoming a major political issue, largely because Biden was denied his key wish: immunity from any other prosecution.

New Legislation Could Raise Pilot Retirement Age Amid a Record-Breaking Summer for Airlines

Jul 27, 2023 by Frank Holmes

Side effects of the current travel boom has been flight delays, mostly because of staff shortages, and this has raised the issue of pilot retirements. #fly

How To Make Fewer Decisions While Ramping up Their Quality

Jul 27, 2023 by Rochelle Moulton

As soloists, we tend to assume we have to decide all the things, but what if that’s a lie? Hint: it is. #decisions #advisors

A Case for Distressed Hedge Fund Strategies and How to Enhance Returns

Jul 27, 2023 by Donald Steinbrugge

Distressed should be viewed throughout market cycles as a core allocation with a broad mandate across the capital structure.

What Makes Some Countries Riskier Than Others To Operate a Business In?

Jul 27, 2023 by Aswath Damodaran

My annual country risk update runs to more than a hundred boring pages, but I will try to summarize what the last year has brought in this post. #risk

When to Exit Your Practice? Your Best Timing Is Unique to You

Jul 27, 2023 by Christine Timms

My reasons for exiting my practice after 33 years as well as a list of questions for advisors to ask themselves. #advisors #retire

Using Your Name, Image, and Likeness To Differentiate as a Financial Advisor

Jul 27, 2023 by Maribeth Kuzmeski

NIL is the perfect recipe for building a personal brand, shaping a marketing strategy, and helping student differentiate themselves.. #different #advisors

The Government Can’t Afford Higher for Longer, Much Longer

Jul 27, 2023 by Michael P. Lebowitz

This analysis may persuade you that the Fed and government don’t have any options but lower interest rates. #markets #Fed #rates

The Secret To Getting Paid as a Financial Advisor: It’s Not About Being Popular

Jul 27, 2023 by Joseph Lukacs

Getting your voice heard and out there, is it the right strategy to focus most of your energy on attracting new potential clients? #advisors #popular

Getting a Jump on Tax-Loss Harvesting

Jul 27, 2023 by Todd Shriber

When it comes to maximizing tax efficiencies and minimizing clients’ burdens to the IRS, it’s never too early to start planning. #advisors #tax

Content, Tech Are Vital Tools for Advisors

Jul 27, 2023 by Todd Shriber

We’re more than two decades into the 21st century and it’s on advisors to realize as much. #advisors #content #AI

Generation Fearless | Lawrence Se

Jul 27, 2023 by Generation Fearless

Advisorpedia has taken the opportunity to interview the next generation of financial professionals and leaders to gather their unique perspectives

The Retirement Environment & Ecosystem

Jul 27, 2023 by Advisorpedia Media Group

Advisorpedia talked with Steve Gresham, the Managing Principal of NextChapter, live at the 2023 INSITE conference in Orlando.

The ‘Machine Learning’ Threat

Jul 26, 2023 by Jay Mooreland

AI has the potential to improve many of the tools and resources we use today. It already has. #AI #truth

Where Do I Fit When My AI Makes All the Decisions for Me?

Jul 26, 2023 by Chris Skinner

Their AI chats with your AI and, eventually, agree a deal. In this instance, you no longer have an intermediary … you have an infomediary. #AI

Dumb Marketing Advice That Sounds Good but Fails Financial Advisors

Jul 26, 2023 by James Pollard

Find out if you’ve swallowed any of these poison principles, and how to change course before they cost you time, money, and prospects. #advisors

News Providers for Young People

Jul 26, 2023 by Ayelet Baron

Instagram, TikTok and YouTube now lead the way as news providers for kids and teens in Britain. Their algorithms shape young people’s perception.

How to Upload Your Videos to Instagram

Jul 26, 2023 by Laura Garfield

Here’s how to upload your Idea Kit video correctly so Instagram doesn’t crop it weird. #advisors #Instagram

Will Stocks Continue Their Uptrend?

Jul 26, 2023 by Paul Rejczak

Stocks fluctuate ahead of tomorrow’s Fed – is it just a consolidation before another leg up? #stocks #alternatives

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