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Delivering The Intelligent Financial Life via Envestnet's Ecosystem

Don’t Stress Over the Buyback/Dividend Decision

Tax Planning is Becoming More Critical to Advisors’ Practices

Why Sustainability is Important for Wealth Management with Lydia Pinnell Lawrie

May 23, 2022 by Power Your Advice

How to think about including sustainability as a way to deliver personalized advice to your clients. #ESG #sustainabiity #investing

What Are the Investment Opportunities in Renewable Energy?

May 23, 2022 by J.P. Morgan Asset Management

Investing in renewable energy is not just about solar and wind. Of equal importance is investing in storage, transport, and electrification.

How To Get an Immediate Connection With Prospects

May 23, 2022 by Don Connelly

To overcome the inherent trust deficit and open prospects’ minds, financial advisors must constantly refine three critical soft skills.

11 Most Read Articles of the Week!

May 21, 2022 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #advice #advisors #investors #finance #freedom

What Tickle Me Elmo Can Teach You About Economic Bubbles

May 20, 2022 by Ross Levin

There is a difference between investing and speculating and bubbles are about speculation. #investing #speculation #stocks

The Performance Dispersion Opportunity for Active Investors

May 20, 2022 by Bill Hortz

Bull trends are identified by positive ratings. Bear phases by negative ratings. Upgrades and downgrades signal trend reversals and are notified via alerts

Financial Concerns For The Current Generation

May 20, 2022 by Robert Curtiss

Rob dives into current world events, revealing their impact on inflation, taxes, and investment planning as clients shift their routines.

Tips for Navigating the Real Estate Market

May 20, 2022 by Austyn Whittenburg

You may keep hearing about how tight the real estate market is and how tough it can be to get the house you want. #realestate

The Importance of Translation in Better Client Communication

May 20, 2022 by Guest Contributor

We discuss how translation enhances client communication and the best practice to achieve what you want. #business #translation

4 Tips to Handle Rapid Business Growth

May 20, 2022 by Karl Maier

When it comes to game time to make big decisions, be sure you are adequately prepared emotionally and financially. #business #growth

Why You Might Want To Try A Listening Tour — And How To Make It Work

May 20, 2022 by Rochelle Moulton

When you’re a soloist, it’s a little toooooooo tempting to assume what your audience wants from you instead of, well, just asking them.

Is Redfin Stock a Buy After Losing 73% in 2022?

May 20, 2022 by Finscreener

Redfin stock closed at $10.25 on May 18. The average analyst target price for the stock is $16.58, a potential upside of over 60%.

You Need To Evolve Your Approach To Everything Regarding Financial Markets

May 20, 2022 by Rob Isbitts

Investors are going to have to do more than just hide in cash. They will need to expand their investment universe. #stockmarket

Apparently, Tesla Isn’t an ESG Stock

May 20, 2022 by Todd Shriber

In theory, there should be no debate about Tesla’s (NASDAQ:TSLA) status as a credible environmental, social and governance stock.

Winning Strategies of Elite RIAs (Part One) with Mike Watson

May 20, 2022 by Axos Advisor Services

Axos Advisor Services is an RIA custodian that delivers individualized attention, intuitive technology, and knowledgeable consulting support to advisors

The Advantage of Real Time Data Sharing

May 20, 2022 by Advisorpedia Media Group

What this means for advisors is far less overhead, increased data accessibility, increased data transparency. #advisors #fintech

Bear Market Mistakes Are Being Repeated

May 20, 2022 by Todd Shriber

Wednesday’s 4% decline, the S&P 500 is down 17.5% year-to-date and 18.36% from its 52-week high, the door of the bear market is being knocked on

How This Advisor Generated 50 New Clients from LinkedIn in Just 12 Months

May 20, 2022 by Libby Greiwe

When you come across some Advisors who are crushing the prospecting game without blowing out a budget I just have to stop & pay attention.

Bitcoin Is Marked Down As Crypto Winter Wipes Out Billions In Market Value

May 20, 2022 by Frank Holmes

As alarming as this all sounds, now is not the time to panic. Past crypto selloffs have been much worse, as I’ll show you in a moment.

When Should You Give Inheritance Money to Your Kids?

May 19, 2022 by Brad Sherman

Should an inheritance be strictly given after one’s death? Should it be used while one is still alive? #giving #inheritance #finance

How to Account For Growth: Transitioning From Advisor to CEO

May 19, 2022 by Jonathan Kuttin

You might reach a point in your practice when your excessive client work leaves no room to focus on future business growth and scalability.

Nine Services to Outsource as a Business

May 19, 2022 by Elinor Stutz

As a business owner, you are always looking for ways to increase efficiency and optimize your workflow. #business #outsource

Diversity in Sensory Experiences and the Implications for Business

May 19, 2022 by Shirley Engelmeier

Some aspects of diversity are more obvious than others, which has historically created some mixed consequences. #inclusion

It Turns Out Timing Really Is Everything

May 19, 2022 by Rob Jolles

The fact is, timing really is everything, but not in the fate versus reality perception. #business #timing #success

What NOT to Do at a Networking Event

May 19, 2022 by Michael Goldberg

There are plenty of other ways to screw up networking, but these are some of my favorites. Remember, the impression you leave with others matter.

Burberry: Looking Smart Under New CEO

May 19, 2022 by Guest Contributor

Burberry’s first set of results under new CEO Jonathan Akeroyd painted a promising picture of the luxury retailer. #investing #stocks

TTWO Stock: Why Take-Two Interactive Is Up 6% Today?

May 19, 2022 by Finscreener

Investors were buoyed as Take-Two beat consensus earnings estimates in Q4, driving shares higher in pre-market trading on May 17.

This Is Not a Market to Fear. It’s Winning Time!

May 19, 2022 by Rob Isbitts

This is not a market to fear. It’s Winning Time! What are YOU going to do about it? #investing #advisors #wealthmanagement

When “Financial Planning” Is Not Financial Planning

May 19, 2022 by Rick Kahler

One of my constant themes is warning consumers to learn the differences between financial planning, investment advice, and the sale of financial products.

The Biggest Mistake Advisors Make with FinTech

May 19, 2022 by Advisorpedia Media Group

The biggest mistake advisors make with Fintech is they don't leverage their FinTech properly. #advisord #fintech #business #success

Moving Captive Advisors to the Land of the Free with Danielle White

May 19, 2022 by Power Your Advice

Doug and Danielle sat down at the T3 Advisor Conference and talked about the continued migration of advisors and why they decide to change firms.

Clorox Stock: Anything But A Value Stock

May 19, 2022 by Michael P. Lebowitz

Given that NVDA is proliferating and CLX growth appears limited, analysis questions why hold a value stock in CLX versus a growth stock in NVDA

Good News about Keeping Cash Safe, Available, and Growing

May 19, 2022 by J. Barry Watts

Your cash accounts should be secure, liquid, and protected. Even during times of uncertainty. #cash #investing #finance

Navigating the Ins and Outs of a Business Partnership

May 19, 2022 by Bill Cates

How to successfully navigate a business partnership, as well as specific considerations around succession planning for financial advisors.

The Line Between Thinking and Over-Thinking

May 19, 2022 by Achim Nowak

When the stakes are high, let muscle memory lead. Don’t think. Most certainly don’t OVERTHINK. Act. #thinking #act #lead

The Power of Conversation in Content Marketing

May 18, 2022 by Teresa Leno

Using conversation as a tool in content marketing can be impactful in telling your company’s stories and achieving your sales goals.

T3 Review from a FinTech CEO’s Perspective

May 18, 2022 by Bill Hortz

The future is bright for the next generation/millennial advisor who will look and feel a lot like Luke Skywalker leading people with digital enablement.

The Why and How of Video Marketing for Advisors 2.0 with Laura Garfield and Sharon Gottula

May 18, 2022 by Duncan MacPherson

Videos can help you with client acquisition, establishing credibility, branding, and much more! #video #advisors #marketing

The Personnel Businesses Need

May 18, 2022 by Guest Contributor

A Human Resources Manager, IT Specialist and General Manager are all very important roles within a business. #business

Society Has Digital Transformed, But It Isn’t Evenly Distributed

May 18, 2022 by Paul Taylor

The pandemic has exposed and exacerbated digital inequality and the gaps that still exist in digital access and capability.

Elections Are Still All About Donald Trump: Here’s Our GOP Top Ten

May 18, 2022 by Greg Valliere

There were no clear trends last night except the obvious one — the elections were all about Donald Trump #politics #elections

7 Ways To Protect Your Company's Data

May 18, 2022 by Lewis Robinson

Apply your technical skills to protect your company’s data and assure clients that you always have their best interests in mind.

A Simple Framework: How Any Leader Can Create Value

May 18, 2022 by Rachel Cooke

The enterprise value framework is designed to help CEOs define how their organizations will create value. It’s comprised of 3 components.

8 Keys To Attracting More Talent Than The Competition

May 18, 2022 by Martin Zwilling

Key hiring strategies I have learned in my advisory role with new businesses that can make all the difference in your success today.

How To Make Sure You Don’t Get Too Many of the Wrong Referrals

May 18, 2022 by Mike Garrison

Let’s start with how to deal with the problem: bad referrals and having too many of them to follow up on. #referrrals #advisors

The Disinflationary Impact Of Fed Policy On Equities

May 18, 2022 by Lance Roberts

While many believe the Fed will hike rates in their quest to battle inflation, that fight will end quickly when financial instibility arises.

What An Inverted Yield Curve Could Mean This Time Around

May 18, 2022 by Guest Contributor

There’s a good reason why some investors feel uneasy about the shape of the U.S. Treasury yield curve these days. #investing

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