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Advisors: How To Make Problems Disappear

Rethink: Human vs The Robo-Advisor

The Great Geopolitical Threat

8 Entrepreneur Attributes Proven To Attract Investors

Aug 09, 2021 by Martin Zwilling

Entrepreneurs need to understand the importance of character and leadership to their growth and success as well as their ability to attract investors.

4 Ways to Protect Yourself and Your Identity in the Workplace

Aug 09, 2021 by Lewis Robinson

As workers begin to return to the office, it is time to start thinking more seriously about digital safety and security in the workplace. #security

Applications of Modern AI Technology

Aug 09, 2021 by Dawn Castell

Here are six of the most powerful applications of artificial intelligence technology that are changing our lives today. #technology #AI

6 Tips for Preparing for a Power Outage in Your Work Facilities

Aug 09, 2021 by Guest Contributor

Electrical outages are unfortunate situations that most people will encounter at some point in their lives, either at home or at work.

8 Tips to Revive Your In-Person Seminar Marketing

Aug 09, 2021 by Don Connelly

Here are eight time-tested tips financial advisors use to ensure the best possible outcomes from their seminar marketing. #financialadvisors

NIO Stock: Is This Chinese EV Manufacturer a Long-Term Buy?

Aug 09, 2021 by Finscreener

NIO is eyeing expansion in international markets including Europe which suggests its top-line growth will continue to attract long-term growth investors.

ESG Risk Is All Over the Place

Aug 09, 2021 by Todd Shriber

The rapidly increasing demand by clients to access environmental, social and governance (ESG) strategies is a plus for advisors on multiple fronts.

MMT: When Theories Collide With Reality

Aug 09, 2021 by Lance Roberts

The promise of something for nothing will never lose its luster. MMT should be viewed as a form of political propaganda rather than any real public policy.

AMC Foolishness Comes At A Dear Cost

Aug 09, 2021 by Michael P. Lebowitz

AMC’s market cap has recently fallen from $25 billion to $18 billion. At $18 billion its market cap is about six times its pre-pandemic level.

Still Opportunities with Munis, But Advisors Need to Know Where to Look

Aug 09, 2021 by Todd Shriber

Municipal bonds aren't glamorous and many clients aren't going to be excited to talk about this form of debt with advisors. #investing

A Good Partnership Can Be the Future to Innovation

Aug 09, 2021 by Jeff Rubingh

If you don’t invest in the #future, you’re in decline. Your competition is investing in the future, and they are trying to beat you to it.

What Should Investors Do After China’s Increase in Regulations?

Aug 09, 2021 by J.P. Morgan Asset Management

After years of a hands-off approach to its new economy sectors, China surprised investors with several new regulations. #investing #china

Being Your True Self on Social Media Is Easier Than You Think

Aug 09, 2021 by ProudMouth

Your prospects care about who you are, not just what you know. Do you know how to show them your true self on social media? #socialmedia

Luxury Sales Continue To Be Strong. Can the Good Times Last?

Aug 09, 2021 by Frank Holmes

Households also appear to be more eager to splurge than at any other time since the pandemic began early last year. #investing #wealth

11 Most Read Articles of the Week!

Aug 07, 2021 by Douglas Heikkinen

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

Ask Questions in a Different Way to Zero in on Your Motivations

Aug 06, 2021 by Ross Levin

There has to be some reason that people who are so disconnected from their money want more of it. #finance #wealth #investing

How Women Can Become Financially Fearless

Aug 06, 2021 by Esther Szabo

How the Financially Fearless Foundations course assists women to understand their personal finances and what’s going on in their financial world.

Finding Your Who

Aug 06, 2021 by Annette Franz

Once you find your Why, you can live in alignment with it. Truly an important concept and exercise, both for business and for life, in general.

What I Wish I Had Known Before I Got Divorced

Aug 06, 2021 by Nancy Hetrick

Going through divorce is like no other traumatizing life-crisis you may have ever experienced. #divorce #finance #planning #wealth

How to Stop Sabotaging Your Confidence and Authority

Aug 06, 2021 by Alli Polin

Change is not a light switch. We don’t flick the switch and declare ourselves fully entrenched in our new behaviors or thoughts. #change

How to Have Money-Related Conversations with Your Children

Aug 06, 2021 by Jim Black

how to start, introduce, and maintain financial and money-related conversations with kids depending on their stage in life. #money #finance

Will the Fed Bring Gold to the Bottom?

Aug 06, 2021 by Golden Meadow

The Fed’s reverse repos reached almost $1 trillion in June. Brace yourselves gold bulls – tightening is coming! #investing #gold

The Difference Between Good And Bad Organisations

Aug 06, 2021 by Paul Taylor

In reality, both mostly good and mostly bad organisations make mistakes, but the mostly good ones are better at learning from them.

Is the Liquidity Premium Dead?

Aug 06, 2021 by Guest Contributor

While there may be debate about the persistence of the liquidity premium, the business risk premium is alive and well. #investors #investing

Is Housing a Giant Bubble Again?

Aug 06, 2021 by Stephen McBride

The largest generation in history is piling into the housing market... at a time when there’s a record shortage of homes to buy. #realestate

Every Successful Financial Advisor Has This

Aug 06, 2021 by Paul Kingsman

Medical professionals, pilots, and Olympic medalists all have this, and you need it too. In fact, you’re going to struggle without it. #process

How Women Select an Advisor

Aug 06, 2021 by Catherine McBreen

Women place a strong emphasis on the advisor’s investment track record. #finance #women # financialadvisors #wealth

Is Financial Coaching a Prospect Magnet?

Aug 06, 2021 by Guest Contributor

Financial coaching boils down to educating people about healthy financial habits. #financialadvisors #growth #business #success

All You Need To Know About Robinhood

Aug 06, 2021 by Finscreener

Robinhood will thrive during periods of economic expansion but will remain under the pump if markets turn bearish and trading activity declines.

Making the Most of Your Post-COVID Business Travel

Aug 06, 2021 by Guest Contributor

Relationships matter more than ever as advisors have been flooded with marketing by asset managers. #travel #business #meetings

How to Protect Your Investments and Retirement from Risk

Aug 06, 2021 by J. Barry Watts

We know that risk is always involved in investing—in fact, we know that past performance cannot guarantee future results. #investing

Turning Ideas Into Vehicles of Change for Financial Services

Aug 06, 2021 by ProudMouth

Do you have an idea that could change the financial services industry for the better? #business #ideas #innovation #success

Riding Market Highs

Aug 05, 2021 by Jose Feliciano

Investors are being reminded of the importance of focusing on their long-term goals instead of following short-term events. #stockmarket #investor

When A Whale Client Is Actually A Good Idea To Grow Your Business

Aug 05, 2021 by Rochelle Moulton

But what if a certain type of whale actually accelerated your business growth? #business #growth #success

K-12 Education Savings Vehicles You Need To Consider

Aug 05, 2021 by Michael G Rivas

Are you considering private K-12 education? Does your family value a private elementary or high school experience? #finlit #finance

5 Simple Ways to ‘Bond’ With a Person and Why It’s Better Than Employee Engagement

Aug 05, 2021 by Roy Osing

Expunge the term employee engagement from your lexicon and replace it with personal bonding. #workforce #bonding #leadership

Metals as a Long Term Investment

Aug 05, 2021 by Nicholas Stuller

Metals are needed for batteries, solar panels, wind turbine blades, as well as for good old building and construction. #investing #metals

You Are the Sum of All Your Digital Handshakes

Aug 05, 2021 by Timothy Hughes

Social selling is not an option now it is the way of the world and you either learn and execute it or fear getting left behind. #socialselling

American Tower: Is the 5G Boom Continuing?

Aug 05, 2021 by Finscreener

The long-term outlook looks moderately positive with the expansion and acceleration of the transition to 5G. $AMT #stocks #investing

Slope Dope? S&P 500 Monthly Candles Aim for Asteroids

Aug 05, 2021 by Golden Meadow

It’s no secret that the S&P 500 has been leaving all bears in the dust. How does the recent rate of change measure up to previous bull runs?

Is Past Performance A Guarantee?

Aug 05, 2021 by Lance Roberts

What it may seem that past performance is a guarantee, there are two essential things to remember. #performance #investing #investor

Will Robinhood Become a Meme Stock Itself?

Aug 05, 2021 by Jay Mooreland

Will it experience price changes over short periods of time with no news and experience a market value completely decoupled from its fundamentals?

Myths of Working with Wealthy Clients

Aug 05, 2021 by Annette Bau

The first step to make this a reality requires that you dispel the myths of working with wealthy client so you can find out what actually works.

TTAC: Where Quality and Cash Flow Collide

Aug 05, 2021 by Todd Shriber

Actively managed, TTAC holds 143 stocks, as of the end of the second quarter, and looks to beat the widely followed Russel 3000 Index.

DEI in Financial Services: Supporting Professionals and Consumers of Color with Dana L. Wilson

Aug 05, 2021 by ProudMouth

The financial services industry has a major diversity issue. While it’s gradually becoming more inclusive, it still has a long way to go. #inclusion

SEC’s Demands Are a ‘Threshold Moment’ for Bitcoin and Other Cryptocurrencies

Aug 05, 2021 by Guest Contributor

Fresh demands from the U.S. financial regulators on cryptocurrencies are “a threshold moment” for Bitcoin and other digital assets. #bitcoin

The Biggest Mistakes You Can Make in Your College Planning

Aug 05, 2021 by Jeffrey A Green

Insights about the college planning process and what you should keep in mind as you save money for your child’s education. #savings

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