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How to Talk About Finances With Your Partner

Myths of the Job Search Debunked

The Generational Wealth Waterfall

Is Commercial Aviation Ready To Make a Landing in Investors’ Portfolios?

Mar 09, 2023 by Frank Holmes

Lufthansa is back. Those are the enthusiastic opening remarks of Carsten Spohr, CEO of Deutsche Lufthansa. #travel #strategy

Markets Mixed as Heat Comes Out of Asian Economies

Mar 09, 2023 by Guest Contributor

There was some respite for US investors yesterday as markets took a moment to digest losses from earlier in the week. #investing

Critical Climate and Diversity Stakeholder Resolutions for 2023 With Andy Behar

Mar 09, 2023 by Kim Griego Kiel

The nonprofit organization’s role in shaking up the business world with its innovative environmental and social justice approach. #ESG #nonprofit.

Advisors, Be Aware of These Retirement Trends

Mar 09, 2023 by Todd Shriber

The retirement landscape is more fluid than clients realize and new market regimes demand advisors be up-to-date on those shifts. #retirement #advisors

Speak Loudly Because You Carry a Small Stick

Mar 09, 2023 by Michael P. Lebowitz

Advisors: Increase Your Revenue Without Increasing Your Number of Clients

Mar 09, 2023 by Grant Hicks

How does a team of successful advisors scale their business, and increase equity and value, to make it more efficient? #advisors #business #growth

Will the S&P 500 Index Continue To Surge in March 2023?

Mar 09, 2023 by Finscreener

Let’s see if the S&P 500 index will continue to gain pace in the upcoming week and what the investors should expect right now. #markets #investor

Global Dividends Notch New Records

Mar 09, 2023 by Todd Shriber

Clients need income AND exposure to companies and strategies that thrive when consumer prices surge, as is happening today. #dividend #advisors

Rethinking 60/40: How Multi-Year Guaranteed Annuities Can Help

Mar 09, 2023 by WealthVest

A MYGA is appropriate for someone who is closer to retirement and prefers tax deferral and a guarantee of investment return. #portfolio #investment

How Often Should You Rebalance Your Portfolio?

Mar 09, 2023 by Vestia Advisors

So, what does it mean to rebalance your portfolio? How does it work? How often does it happen? Let’s explore! #portfoliorebalancing #investing

Why Accomplished Women Shouldn’t Ignore Financial Planning, and How To Get Started

Mar 09, 2023 by Guest Contributor

Why do women—even highly successful ones—tend to shy away from long-term financial planning and investing? #women #investing

Why All This Happiness Bullsh*t Is a Lie

Mar 08, 2023 by LaRae Quy

Self-help books on happiness are everywhere, but often do nothing more than remind you of exactly what you don’t have. #happiness

Innovation Doesn’t Happen by Accident

Mar 08, 2023 by Paul Taylor

There are always questions about how innovation or design teams spend their time and whether it’s worthwhile. #innovation

What Really Matters in Your Life?

Mar 08, 2023 by James E. Wilson

Your mental focus is limited to just a few things at one time. How do you know what’s worthy of attention? What should you ignore? #important #views

Where Step Parents Stand During a Divorce

Mar 08, 2023 by Justin Sisemore

Being a step-parent during your spouse’s divorce can mean watching where you step. How could your actions impact the view of your love to the judge?

8 Entrepreneurship Principles for Anticipating Change

Mar 08, 2023 by Martin Zwilling

Follow the principles outlined here, and take advantage of the pervasiveness of the Internet, you too can be a part of the solution. #entrepreneur #growth

A Detailed Analysis of Private Credit Investing

Mar 08, 2023 by Stephen Rosen

The world of private credit investing. He explains how it can be a safe haven during times of market volatility. #investing #credit

Use Personal Development to Grow Your Business

Mar 08, 2023 by Susan Danzig

By taking the time to focus on yourself, you can develop new ways to support your clients and market your business. #advisors #business

Call on CLOs for Lower Risk Income

Mar 08, 2023 by Todd Shriber

Not unreasonable to see the Federal Reserve continuing to hike rates over the course this year. That could highlight the near-term viability of CLOs. #loan

Bear Trap? Market Holds Critical Support.

Mar 08, 2023 by Lance Roberts

While the bulls currently control the technical picture, the Fed still has control of the macro environment. #bearmarket #investing

Never Hear, “I Already Have an Advisor.” Again.

Mar 08, 2023 by Bill Cates

The dreaded, I already have an advisor. This statement from a prospect will stop most advisors in their tracks. #advisors #prospect

International Women’s Day 2023: Firms Must Do More Than Virtue Signaling

Mar 08, 2023 by Guest Contributor

March 8 is an important opportunity for companies to celebrate women’s achievements and talents. #women #DEI #inclusion

How Financial Advisors Can Guide Clients Through Charitable Giving

Mar 08, 2023 by CircleBlack

Financial advisors are in an optimal position to help investors develop a charitable giving strategy. #giving #advisors #strategy

Chicken Little Listicle: 5 Crisis Triggers

Mar 08, 2023 by Rey Descalso

So a trigger is a bad thing that causes a crisis that is worse thing. Here are 5 that keep me up at night. #crisis #views #lists

What You Should Know About ESG and SRI in Investment Planning

Mar 08, 2023 by Robert Curtiss

ESG and socially responsible investing SRI within portfolio planning and how personal beliefs influence investment planning. #ESG #investing

Multi-Asset Investing Views of Asia

Mar 08, 2023 by Guest Contributor

There are significant potential inflows to the China/Hong Kong market when long-only investors start to close the gap of their underweight.

Need To Know Points About Crypto and Wealth Management

Mar 08, 2023 by Todd Shriber

It’s reasonable to expect everyday investors will follow suit and expect their advisors to be well-versed in this asset class.#crypto

What Would You Do for Financial Security?

Mar 07, 2023 by Ross Levin

My days are spent helping people understand what they can do to get what they want, but sometimes they won’t do that. #finanace #security

The Influence of Social Media Influencers

Mar 07, 2023 by Catherine McBreen

Nearly every industry has influencers, and the financial industry is no exception. #investors #finance #influencers

The Art of Silence

Mar 07, 2023 by Ayelet Baron

Given its ability to convey such diverse messages, it is essential for us to understand the powerful art of silence. #silence #communication

Fed’s Powell Warns of Higher Rates, Investors Urged Not To Forget Other Metrics

Mar 07, 2023 by Guest Contributor

Investors shouldn’t dismiss the Fed’s signals about future rate hikes, but they must consider other investment metrics too, like margin

What if We Don’t Want To Be Empowered?

Mar 07, 2023 by Chris Skinner

The core of the Libertarian versus State dialogue. It is the digital versus analogue dialogue. It is the decentralised versus centralised dialogue. #power

The Bloodbath at Bakhmut: Why Russia Can’t Win

Mar 07, 2023 by Greg Valliere

We still believe Russia cannot win this war, and we continue to believe that Russian generals know they can’t win. #geopolitics

Three Quick Tips To Increase Your Voicemail Callbacks

Mar 07, 2023 by Mike Brooks

Tired of leaving tons of voicemails and not hearing back from anyone? Incorporate these proven techniques. #advisors #calls

The Social Selling Benchmark: How Do You Measure Up?

Mar 07, 2023 by Timothy Hughes

Whoever you are, we have created a benchmark in which to measure yourself. It's social selling best practice. #sales #social #advisors

Eliminate the Trust Gap: Six Ways To Create Trust With Your Customers and Employees

Mar 07, 2023 by Shep Hyken

David Horsager, the world’s trust authority, sums this up well when he says, A lack of trust is your biggest expense in business. #trust #CX

If You Are Looking To Grow, Here Is What You Need To Know

Mar 07, 2023 by Joseph Lukacs

A critical missing component that so many advisors overlook, and it’s themselves. Yes, that’s right, you are the key to scaling your business.

10 Mistakes That Advice Businesses Keep Making

Mar 07, 2023 by Tony Vidler

In roughly descending order of priority beginning with the biggest of the problems and working down to the least biggest below. #mistakes

Alternative Income with ESG Virtue

Mar 07, 2023 by Todd Shriber

One of the benefits of higher interest rates is that cash instruments are now appealing from a yield standpoint. #investing #ESG

Alternative Assets: Friction, Solutions, and Investments with Joe Ujobai

Mar 07, 2023 by Power Your Advice

How AIX combines technology, workflows, and a great client experience to help the advisor get their investor into alternative investments.

From Consumer Sentiment To Unemployment – The Parallels

Mar 07, 2023 by Guest Contributor

Since the 1950’s, every time the unemployment rate had a sustained increase above its 12-month moving average, a recession has occurred.

US Race for Digital Dollar Fuels Case for Bitcoin

Mar 07, 2023 by Guest Contributor

With the US's work on a potential digital dollar accelerating, the case for Bitcoin becomes significantly stronger. #crypto #dollar

The Correlation Conundrum

Mar 07, 2023 by Guest Contributor

Diversification didn’t just fail in 2022. Diversification has been broken ever since the Global Financial Crisis 15 years ago. #strategy #investments

Tell Life-changing Stories, Even if You’re Not a “Natural Storyteller” with Christine Luken

Mar 07, 2023 by ProudMouth

How to choose and tell a signature story that moves your audience – and why perfection isn’t a prerequisite. #advisors #stories

Networking: 11 Places to Find C Suite Executives

Mar 07, 2023 by Bryce Sanders

A look at 11 examples of places you are likely to find a high concentration of C Suite executives. #advisors #prospecting #growth

Stocks Higher on Hopes the Fed Is Almost Done

Mar 06, 2023 by Guest Contributor

US stocks rallied as optimism grew for the end of the Fed’s rate hiking campaign. #stocks #investing #investor

The Rage of Rage Applying

Mar 06, 2023 by Ayelet Baron

Instead of reacting to a negative job situation, it is an opportunity to navigate healthier career options and take charge. #career #rage

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