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Is the 60/40 Really Dead?

MMT Policy Was Tried, And It Failed.

Nail the First Meeting with a Prospective Client: Address What Your Prospects Want to Know

M&A Evolving in the RIA Industry

Jul 25, 2022 by Advisorpedia Media Group

I think it's evolving as both buyers and sellers get more educated and as it gets more mature as an industry. #advisors #M&A

Global Population To Hit 8 Billion This November. Here’s Where To Invest

Jul 25, 2022 by Frank Holmes

With the size of the global middle class expanding rapidly, demand for new materials should remain high going forward. #investing

Farming For Dividends

Jul 25, 2022 by Ken Ouellette

Are you working the land of the market landscape and trying to find those dividend-paying companies? #investor #dividends

Thinking About Social Security As An Asset

Jul 25, 2022 by Jeremy Finger

Social Security; how to decide when the right time is for you to withdraw it, how you can take it out, and so much more. #retirement

The Power of Integrated Marketing

Jul 25, 2022 by Lee Frederiksen

The world’s most widely used search engines and social media platforms continue to adjust their algorithms in ways that keep users on their sites.

11 Most Read Articles of the Week!

Jul 23, 2022 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #finance #wealth #financialfreedom #investor

Have We Lost the Art of Conversation in Sales?

Jul 22, 2022 by Timothy Hughes

Let's remember, what you and I sell in the world of B2B needs a conversation, so conversations create sales. #business #sales

The Key to Talking About Your Value at Social Gatherings

Jul 22, 2022 by Bill Cates

Talking about what you do in social situations is tricky. You don’t want to come on to strong and you also don’t want to miss opportunities.

5 Productivity Tips From Billionaires

Jul 22, 2022 by James Pollard

Want to realize your dreams, build wealth and accomplish your goals? Spend your time like the world’s most effective people: Billionaires.

4 Areas Where Customer Awareness in the Job Search is Key: The Hiring Process

Jul 22, 2022 by Bob McIntosh

We’ll look at how the employer can demonstrate customer awareness in the hiring process. #hiring #awareness #business

Looking for a Social Media Manager? Steal This Job Description

Jul 22, 2022 by Kelly Waltrich

If you need someone to own social media at your firm, but you’re not sure how to bring in the right candidates, we’ve got you.

Gold Doing Its Job…Sort Of, But Best in Small Doses

Jul 22, 2022 by Todd Shriber

Do not overdo it with gold is that while it’s effective in bear markets, it’s far from guaranteed it will rise in unison with other assets.

Tesla: Tepid Reception for Sturdy Results

Jul 22, 2022 by Guest Contributor

Tesla’s second quarter results received a tepid reception from investors despite growing operating margins in an increasingly challenging environment

Is ChargePoint Stock a Buy Today?

Jul 22, 2022 by Finscreener

ChargePoint stock closed at $13.38 on July 8, and the average consensus target price for the stock is $23.93, a potential upside of almost 79%.

Is Wealth Management Too Expensive for Investors?

Jul 22, 2022 by Catherine McBreen

Many investors never find an advisor or seek wealth management is because they believe that wealth management is too expensive for the services they need.

Is the Future of Crypto Is Still Mainstream?

Jul 22, 2022 by Chris Skinner

If cryptocoins fail, how do you get your money back? You don’t, unless it is regulated. That’s the point. #cryptocurrency #investor

Achieving an Effective Marketing Strategy for Your Firm with Susan Theder and Samantha Russell

Jul 22, 2022 by Power Your Advice

They provided their expert advice to three firms that hold widely common concerns. #marketing #socialmedia #advisors

Advisors: Do You Have a Plan for Your Data?

Jul 22, 2022 by Advisorpedia Media Group

One of the core tenants of Pershing X is that we want the applications that advisors use to be interoperable. #fintech #advisord

Washington’s Failure to Confront Climate Change

Jul 22, 2022 by Greg Valliere

The global outlook isn’t encouraging, as western europe faces a Long cold Winter if Russia curtails natural gas exports. #warming

How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

Jul 22, 2022 by Libby Greiwe

Research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you! #advisors

5 Steps for Developing an Effective Content Strategy

Jul 22, 2022 by Megan Snyder

Content marketing gives brands the power to provide consistent, relevant and valuable information that informs, educates and helps audiences.

Important: Are Your Stocks in Stage 1, 2, 3, or 4?

Jul 22, 2022 by Justin Spittler

In short: Don’t wait for the S&P 500 to officially bottom out to start buying quality stocks. #stocks #investing #investor

What Financial Wellbeing Really Is

Jul 21, 2022 by Rick Kahler

Which comes first, emotional or financial wellbeing? What impact do they have on each other? #finance #money #wellbeing

Do You Have a Calendar Problem?

Jul 21, 2022 by Rochelle Moulton

If you’re not getting to the important things—the things that will move on growing your business—you might just have a calendar problem.

5 Pathways To Influential Leadership

Jul 21, 2022 by Terri Klass

Influential leaders are not afraid to surround themselves with highly skilled talent. #leadership #workforce #lead #success

Preparing For Long Term Health Care: What You Need To Know

Jul 21, 2022 by Sweet Financial Partners

It is essential to learn everything about long-term health care. So, you can make the proper preparations at the correct time.

UK Inflation Hitting 9.4% Shows Bank of England Is Shamefully Incompetent

Jul 21, 2022 by Guest Contributor

The Bank of England is failing the UK with its woeful inflation management, fuelling a painful cost of living crisis. #inflation #fail

Netflix: Subscriber Numbers Beat but Costs Raise Question

Jul 21, 2022 by Guest Contributor

Netflix is the biggest streaming platform, which is reflected in the subscriber beat and the fact subs are expected to start growing again next quarter.

What’s With All the Pretend Economists All of a Sudden?

Jul 21, 2022 by Justin Spittler

For investors with a longer time horizon, you may want to slowly start dollar-cost averaging into growth stocks. #investing #stocks

The Cornerstones of Investing: Liquidity and Valuations

Jul 21, 2022 by Michael P. Lebowitz

No one has a crystal ball, but the tools to better recognize price trends and form risk/reward expectations exist and are easy to follow.

What's Now and What's Next for the Wealth Management Industry?

Jul 21, 2022 by Advisorpedia Media Group

I think it's I think it's a market where people are getting more comfortable with transactions. #RIA #M&A #advisors #transactions

What Does Artificial Intelligence Mean to the Financial Industry?

Jul 21, 2022 by Advisorpedia Media Group

AI is a tool, it's a mechanism for extracting insights from a financial services data or any surrounding data might come from non financial sources

Should you buy Polestar Stock In 2022?

Jul 21, 2022 by Finscreener

Despite having a bright future, EV makers around the world have seen a steep decline in share prices in 2022. #EV #automobiles

The Two F’s Of Financial Planning with Paul Saganey

Jul 21, 2022 by Integrated Partners

There are two major F words often used to answer why people save: family or future. #advisors #planning #future

The Danger Of Building A Team In Your Own Image

Jul 21, 2022 by Rob Jolles

You want and need people who actually don’t see things the same way you do. #buisness #workplace #success

Truth Is Not as Easy as It Seems

Jul 21, 2022 by Dr. Bert Shlensky

Truth is also greatly determined by probabilities and priorities. We frequently make mistaken estimates and ignore warning signs of failure.

The Collapse of Confidence

Jul 20, 2022 by Greg Valliere

A 100 basis point rate increase is unlikely next week, but a 75 basis point move is very likely — with more rate hikes to come this fall.

My Understanding of Finances

Jul 20, 2022 by Abby Benson

These are basic pieces of knowledge but executing each can make a significant impact on an individual’s wealth. #finance

3 Ways To Improve Your Psychological Well-Being in Retirement

Jul 20, 2022 by Jeremy Keil

Building and maintaining relationships is key to improving your psychological well-being in retirement. #retirement #living

What Professionals Do

Jul 20, 2022 by Jeff Rubingh

Most of us don't have to dig. We get to make art. So, if you want to write, set a time, set a limit, and write. #professionals #personal

7 Reasons To Think Globally While Still New And Local

Jul 20, 2022 by Martin Zwilling

New entrepreneurs who want to survive, and optimize the growth of their startups, need to think globally, and act locally, from day one.

How Do We Transform CEOs and the C-Suite Into Creatives?

Jul 20, 2022 by Timothy Hughes

How do we turn senior people in business into content creators? #CEO #business #creators #success

Earnings Season is Here. Investors Shouldn’t Care

Jul 20, 2022 by Jay Mooreland

Just don’t look to the media to tell you what is important and what is not. They are playing a different game. #investing #investor

Climate Crisis: Investors Snap Up Sustainable Funds as Temperatures Soar

Jul 20, 2022 by Guest Contributor

The stock market reaction has been muted, but investors should take heed – extreme weather is bad news for economic growth. #ESG

ESG Underperformance Will Be Its Undoing

Jul 20, 2022 by Lance Roberts

Ultimately, investors constantly seek out investment performance over time. ESG investing will either evolve or give way to a new breed of Sin Stocks.

Valuations Have Felt the Squeeze. Are Profits Next?

Jul 20, 2022 by Guest Contributor

Assuming valuations hold steady, lower earnings could potentially put additional pressure on equity prices. #stockmarket #equities

How To Replicate Your 10 Best Clients

Jul 20, 2022 by Axos Advisor Services

The best way to attract 10 new high-value clients is to make sure your current highvalue clients remain satisfied. #advisors

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