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Emerging Markets: Fewer Risks on the Road to Equities

Innovation, Not Originality, Is the Key to Better Business

Schwab Debuts Crypto ETF

Wall Street Wins Again

Aug 02, 2022 by Lance Roberts

As an investor, the most important investing attribute is to step away from your emotions and look objectively at the market around you.

AI: Advantageous for Advisors Looking to Automate Estate Planning

Aug 02, 2022 by FP Alpha

Advisors know that estate planning is an essential part of their service menu and one that’s a vital contributor in holistic practice offerings.

Where is Inflation Headed this Year and Next?

Aug 02, 2022 by Advisorpedia Media Group

Inflation is problematic, interest rates are going higher, quantitative tightening is is coming and as a result the market is right sizing itself.

Proof That Niche Marketing Works: Picking One of the Most Specific Niches With Jane Mepham

Aug 02, 2022 by ProudMouth

Have you heard about niche marketing but still aren’t convinced that it can grow your business? #advisors #business #niche

Thriving through Market Volatility with Chris Jeppesen

Aug 02, 2022 by Duncan MacPherson

When the markets are soaring high, most advisors might do well. But it is during times of high volatility that elite advisors set themselves apart.

Millionaire Real Estate Ownership

Aug 02, 2022 by Catherine McBreen

Owning a home is a financial milestone, one that is often the largest purchase an investor will make in their entire lives. #realestate

How the Newest Tech is Helping the Planet

Aug 01, 2022 by Dawn Castell

It’s important to use technology as a tool to help achieve worthy objectives, such as helping the earth and all the beings that live on it.

Maximize Your Client’s Student Loan Forgiveness by Answering These Three Questions

Aug 01, 2022 by FPA NexGen

Here are three questions that will help you figure out who can benefit from these rule changes. #studentlaons #finance #investors

Exit Interviews and Staying Interviews

Aug 01, 2022 by Shep Hyken

There are reasons employees stay with you, and you need to know what they are. Here are some to consider. #business #workforce

Not A Great Idea To Build Your Career Solo

Aug 01, 2022 by Nancy Fredericks

Has there been a mind shift in going it solo? In which one of the four areas do you intend to be more thoughtful and vigilant? #career

Income Planning for Investors Ages 25 to 40

Aug 01, 2022 by Capita

Your age has a large impact on how and when you will plan your income, invest your money, and spend your time. #investing

Surprising Stats about the 4 Stages of Retirement

Aug 01, 2022 by Chad Smith

The anticipation stage occurs during the 10 years prior to retirement. Optimism, excitement, and anxiety are the predominant feelings during this stage.

Baby Boomers Are Still a Key Marketing Group

Aug 01, 2022 by Dr. Bert Shlensky

If you start with viewing seniors as an opportunity rather than a burden, you are probably in a positive path. #marketing

Is Wells Fargo a Buy After its Q2 2022 Earnings?

Aug 01, 2022 by Finscreener

$WFC is currently priced at $42.9 and the average consensus target price for the stock is $54.39, which is a potential upside of over 27%.

Robo-Advisers No Threat To Tech-Adopting Advisers

Aug 01, 2022 by Practifi

Advice is and always will be, a human industry. Technology's job isn't to replace advisers, but to better enable them. #advice #investors

Has the Fed Shifted More or Less Hawkish?

Aug 01, 2022 by J.P. Morgan Asset Management

For investors a data-dependent committee suggests an increase in the federal funds rate to above 3.5% in this cycle is now less likely.

Help Your Clients Focus on Goals, Not Risk.

Aug 01, 2022 by Guest Contributor

The best investors ignore the broader market and focus on getting the returns they need to live the life they want. #investors

How to Lock in a Guaranteed 9.6% Return From Uncle Sam

Aug 01, 2022 by Chris Reilly

Series I Bonds are special inflation-adjusted bonds issued by the government. Any US citizen can buy them to earn a fat yield. #bonds

What is Pershing's Strategic Vision for What Lies Ahead?

Aug 01, 2022 by Advisorpedia Media Group

At BNY Mellon, we look at ourselves as being the trusted financial institution for our clients, and employees, not only today, but for the future.

How To Tell When a Recession Is Coming And How You Can Prepare For It

Aug 01, 2022 by RPA Wealth Management

Some of the most talked about events of 2022 and explain how they have impacted the everyday lives of Americans, just like you.

A Conversation About Residential Solar Energy With George Wood

Aug 01, 2022 by Peter Raskin

Why you should consider adding a solar energy system to your home and the incentives to add it now rather than later. #solar

Every Advisor Needs Six Great Stories

Aug 01, 2022 by Don Connelly

The most important one being the ‘Who I am’ story. because people don’t care what we know, they care about who we are. Can they trust us?

11 Most Read Articles of the Week!

Jul 30, 2022 by Douglas Heikkinen

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

A Big-Picture Overview of How to Get Clients

Jul 29, 2022 by James Pollard

The big picture of getting your dream clients and how to put it into practice so you can build a business that fuels a lifestyle you love.

Business Development Strategies for 401(k) Advisors with Sasha Cibrian

Jul 29, 2022 by Rebecca Hourihan

To grow your advisory firm, you need initiatives and strategies that can help you reach a broader clientele. #advisors #marketing

Five Ways AI Can Influence and Transform Your Business Processes

Jul 29, 2022 by Guest Contributor

Technology is constantly changing the way we work, and automation is something business owners will be keeping an eye on in the future.

Are You Catching the Big Fish? Colorful Ways to Delight Every Customer

Jul 29, 2022 by Joseph Michelli

Three lessons from this high-energy fish market where they throw fish, engage crowds, and create memorable experiences. #CX

Shell: Bumper Profits Shared Out to Investors as Buybacks Accelerate

Jul 29, 2022 by Guest Contributor

Net profits doubled from the first quarter to $18b. This included a non-cash accounting charge as the group upped its forecast for commodity prices.

Meta: Disappointing Second Quarter Results Met With “I Told You So” on Wall Street

Jul 29, 2022 by Guest Contributor

There was little to cheer in second quarter numbers, with declines and disappointments at nearly every turn, including a lacklustre third quarter outlook.

Does Investment in Mining Giant Albemarle Corporation Make Sense Right Now?

Jul 29, 2022 by Finscreener

The stock is currently priced at $220, and the average target price is $271, a potential upside of over 20%. #investing #investor

New Model Portfolios Geared Specifically to Female Clients

Jul 29, 2022 by Todd Shriber

Data confirms registered investment advisors continue embracing model portfolios, many of which are built on foundations of exchange traded funds

Avoid This Disruptor in Decline

Jul 29, 2022 by Stephen McBride

Coinbase might look cheap after such a steep decline, but don’t be fooled. This is a disruptor in decline. $COIN #stocks #investing

9 Ways to Boost Referrals in a Volatile or Bear Market

Jul 29, 2022 by Bill Cates

Here are some suggested perspectives and actions that I believe will help you through this or any bear or volatile market. #advisors

What's the Secret to Perfect Advisor Tech Stack?

Jul 29, 2022 by Advisorpedia Media Group

Advisorpedia interviewed John Mackowiak, Chief Business Development Officer at Advyzon. #fintech #technology

Investors’ Appetite for Risk Is Back

Jul 29, 2022 by Guest Contributor

Appetite for risk is back amongst investors and the riskier parts of the stock market ecosystem are performing. #stockmarket #investors

Two Assessments You Need to Dramatically Increase Personal & Team Productivity with Glenn Shelton

Jul 29, 2022 by Libby Greiwe

How do we increase this awareness of ourselves, and also of the individuals around us? #kolbe #enneagram #advisors

Customer Service: A Guide for Successful Business Growth

Jul 29, 2022 by Guest Contributor

Customer service has been one of the most important aspects of a successful business since companies realized that the customer journey matters.

5 Ways To Make Innovation A Priority In Your Business

Jul 29, 2022 by Martin Zwilling

Remember that coming up with innovative ideas and implementing them requires more than a flash of inspiration, and much perspiration.

When Everything Is A Crisis, Nothing Is

Jul 28, 2022 by Paul Taylor

By calling problems all the same we risk dealing with them all the same. Or worse, doing nothing because when everything is a crisis nothing really is.

9 Marketing Strategies to Make Events More Successful

Jul 28, 2022 by Natalie Hilscher

Getting the word out about an event to a specific audience isn’t easy when you don’t know where to start. #events #advisors

What Should You Do When Your Advisor Changes Firms?

Jul 28, 2022 by Nicholas Stuller

When your advisor changes firms, there are a number of critical decisions you may end up needing to make. #advisors #investors

Fixed vs.Variable Mortgages: Here’s What You Need to Know with Derek Gold

Jul 28, 2022 by Kris Dureau

Is it a good idea to get a fixed mortgage or variable mortgage? Do higher rates make it harder to qualify for a home loan? #realestate

How to Plan for a Financial Windfall with Susan Bradley

Jul 28, 2022 by Malcolm Ethridge

The psychology behind the choices people make when they unexpectedly receive a large amount of money. #investing #money

Face Your Capital Crisis Head On with Jim Burke

Jul 28, 2022 by Jim Cascino

What options do you have if you find yourself in a severe financial crisis, with inadequate capital in order to meet your growth forecast?

4 Benefits of Virtual Networking Events

Jul 28, 2022 by Michael Goldberg

Other than remote meetings being a healthier option, here are 4 benefits to attending a virtual networking event. #networking

Alphabet: Ad Scale and Cloud Make Alphabet a Port in the Sell-off Storm

Jul 28, 2022 by Guest Contributor

Google Cloud saw revenue rise 35.6% to $6.3bn, while Other Bets was broadly flat at $193m. #google #alphabet #stocks

The Market’s Concession During a Recession

Jul 28, 2022 by Guest Contributor

Long term, recessions and market duress could create large opportunities for those who have an elongated timeframe for their investments.

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