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Coronavirus Impact On Financial Health

Estate Tax Implications If Joe Biden Wins The Presidential Election

What Are Clients Worried About?

Bearish Engulfing Patterns in The Nasdaq 100

Sep 22, 2020 by Andrew Thrasher

One method to use when evaluating candlestick charts or really any type of analysis thats based on a recent observation within the market.

Rational Exuberance? Explaining Global Equity Market Gains

Sep 22, 2020 by Alliance Bernstein

Despite recent volatility, we think market gains for the year are more rational than perceived, given the powerful impact of stimulus on stock valuations.

How To Lessen Your Risk and Protect Your Money During a Time of Crisis

Sep 22, 2020 by James E. Wilson

Investors focused on protecting future consumption should take advantage of the risk lessening avenues broadly available in the markets.

3 Ways To Handle: I Don’t Have Time for the Presentation

Sep 22, 2020 by Mike Brooks

We’ve all been there – you call your prospect back at the appointed time for your presentation and they tell you any of the following.

The 5 Things an Advisor Must Do To Show They've Been Working in the Client's Best Interests

Sep 22, 2020 by Tony Vidler

Most advisers who get into trouble with the regulatory bodies do so because of process failure or for delivering unsuitable advice.

How Much Does It Cost to Give Great Customer Service?

Sep 21, 2020 by Shep Hyken

Research also has irrefutably proven that customers will leave you for your competition if you don’t give them the service they expect.

Data Privacy in a World Where Advertisers Are the Real Customers and We’re Just Food

Sep 21, 2020 by Equities.com

You do have control, but the decision centers around what tech conveniences you’re willing to give up versus protecting your privacy. #socialmedia

New Journal on Impact and ESG Investing

Sep 21, 2020 by Bill Hortz

The concept of responsible investing is becoming more important to many investors. The growth in the field will be tremendous. #ESG

Majors and Certifications To Help You Stand Out in HR

Sep 21, 2020 by Guest Contributor

Want to stand out in the human resources profession? Here is a guide to how various studies and certifications can benefit you in this field.

How Your Business Can Become More Eco-Friendly

Sep 21, 2020 by Guest Contributor

Your companies will experience benefits and savings from adopting eco-friendly methods and policies. #ESG #ecofriendly #business

How Much Will I Need in Retirement?

Sep 21, 2020 by Guest Contributor

A checklist of what retirement expenses to expect—and how you may be able to meet them. #retirement #annuities #income

Four Paths To Consider When Advisors Become Divided on Their Futures

Sep 21, 2020 by Barbara Herman

It’s not always easy to get everyone on the same page with regards to a move. Here’s what to do to avoid getting stuck. #financialadvisors

Market Stresses and Strains Remain Unresolved

Sep 21, 2020 by Al Emid

The markets today appear ready to start down, with most major indicators in North America, Europe and Asia in the red at time of writing.

RIAs’ Digital Marketing Home Runs During COVID-19

Sep 21, 2020 by Top Advisor Marketing

Has the transition to relying more on technology during COVID-19 added to an already stressful situation? #financialadvisors

Convincing Clients of the Futility of Market Timing

Sep 21, 2020 by Don Connelly

The advisor’s role is to instill the patience, discipline, and confidence most investors lack when investing on their own. #financialadvisors

The Healthcare Sector is All Set to See New Highs Amid the COVID-19 Crisis

Sep 21, 2020 by Finscreener

The numbers say that American spending on overall healthcare will climb at an average rate of 5.5% over the next ten years. #healthcare

Is Your Portfolio Positioned for the Election?

Sep 21, 2020 by Guest Contributor

Many of the most important factors for the election and the markets are out of the candidate’s control. #pandemic #vaccine #economy

Why 60/40 Portfolios Will Fail, And How To Fix Them

Sep 21, 2020 by Rob Isbitts

Bottom-line: investors may be too mesmerized by the past success of 60/40 portfolios to account for the realities of today’s markets.

Why Me? Why My Firm? Why Now? with Sarano & Brooke Kelley

Sep 21, 2020 by Discovery Data

Specific tools and techniques advisors and recruiters can use to engage more successfully by focusing on EQ versus IQ. #recruiting

Will ESG Funds Really be Banned in ERISA Plans?

Sep 21, 2020 by Kim Griego Kiel

Tune in now to learn about the DOL’s proposed rule for employer-sponsored retirement plans and ESG investing. #ESG #investing

The Female Conundrum: How Can I Do Meaningful Work but Still Get Bigger Accounts (and the Profits)?

Sep 21, 2020 by Adri Miller-Heckman

There are really three ways you can work with the underserved and still attract high-net-worth clients. #financialadvisors #women #success

Are Equities Currently Too Expensive?

Sep 21, 2020 by J.P. Morgan Asset Management

Investors have the chance now to rebalance portfolios for a post-pandemic recovery – at very attractive valuations. #investing #stocks #stockmarket

5 Things Your Customers Want to Know About Your Business

Sep 20, 2020 by Lewis Robinson

If you want your small business to succeed at all levels, communication with prospective customers should be a top priority.

How Do People Who Never Have Enough Time Manage Their Time?

Sep 19, 2020 by Achim Nowak

Leave time for down-time and spontaneity. And get ready to be surprised. You may have more time on your hands than you thought possible.

11 Most Read Advisorpedia Articles of the Week!

Sep 19, 2020 by Douglas Heikkinen

11 Most Read IRIS Articles of the Week! #financialadvisors #finance #money #business #investment #investing #entrepreneur #wealth

Fear is Nothing to Be Afraid Of

Sep 18, 2020 by Matt Miller

Fear is a sign that you are moving in the right direction, trying new things, making discoveries, growing and progressing. #fear #forward

Are You Retrofitting... or Reinventing?

Sep 18, 2020 by Rachel Cooke

Are you still keeping the train on the tracks, or are you imagining new modes of transport? #innovation #evolution #new #future

4 Reasons Why Brand Matters for Asset Managers

Sep 18, 2020 by Megan Snyder

If you’re on the fence about whether putting resources into developing your brand is worth the time, money and effort, read on.

How Content Marketing Can Help Amplify Your Digital Presences

Sep 18, 2020 by Chris Lamoureux

With the right strategy and approach, content marketing will help to boost conversions and improve customer retention in the long term.

6 Ways To Make Customers Remember You As Exceptional

Sep 18, 2020 by Martin Zwilling

Six key steps in your journey from yesterday’s customer service to today’s required delivery of exceptional customer experiences,

Everything Financial Advisors Need To Know About Google Reviews

Sep 18, 2020 by Samantha Russell

Online reviews are typically a big question mark for advisors being in such a highly regulated industry. #google #financialadvisors #reviews

USDX’s Specific Juncture Maintains the Bearish Outlook

Sep 18, 2020 by Golden Meadow

The implications of the current yen situation are bearish for gold, and they are bullish for the USD Index. #gold #alternatives

Fed Will Not Hike Rates For Years. Gold Should Like It.

Sep 18, 2020 by Golden Meadow

The latest FOMC statement and economic projections signal are that the interest rates will stay at zero until the end of 2023. This is excellent for gold.

A Week That Hasn't Lived up To Expectations

Sep 18, 2020 by Guest Contributor

This week hasn't quite lived up to expectations and investors are getting a little nervous as we head into the final few months of the year. #stocks

Several Factors Explain the Drag on the Markets

Sep 18, 2020 by Al Emid

Several factors explain the drag including declines in some tech stocks, drops in bank stocks, and disappointment with lack of new stimulus initiatives

Time To Check That Your Financial Plans Are Negative Interest Rate Ready

Sep 18, 2020 by Guest Contributor

Personal financial strategies should be reviewed to ensure they are negative interest rate ready. #financialadvisors #planning

Why is it So Hard to Charge Separate Financial Planning Fees?

Sep 18, 2020 by Penny Phillips

Are you wondering is you're being fairly compensated for what you're delivering to your clients? #financialadvisors #fees #value

Why Do So Many People Want Us Back In The Office?

Sep 18, 2020 by Paul Taylor

After the sudden and miraculous shift to remote work in March – the office fightback has well and truly begun. #work #remotework

Finding More Time for Clients During Market Disruption

Sep 18, 2020 by Adhesion Wealth

Many advisors have been turning to outsourcing certain functions to stay competitive, an option that was already trending pre-virus. #growth

3 Timeless Lessons from Investing in Apple

Sep 18, 2020 by Nicholas Stuller

Invest in companies with a culture of innovation for they will be the ones that best adapt to and thrive in an ever-changing landscape.

Don’t Swim in Dangerous Waters With Prospects

Sep 18, 2020 by Paul Kingsman

Unless you identify and follow set procedures, you’re swimming in dangerous waters with prospects and clients. #financialadvisors

Ivanhoe Set to Begin Production at World's Second-Largest Copper Project

Sep 18, 2020 by Frank Holmes

Copper has had an incredible run, surging 45 percent since its March low on plunging global inventories and the prospect of heightened usage by China

Will Globant Continue to See Positive Momentum in 2020?

Sep 18, 2020 by Finscreener

Globant is an IT consulting major, soared 60% since the beginning of this year, compared with the 5% gains for the S&P 500 #stocks

The 5 Ingredients For Another Market Event Remains

Sep 18, 2020 by Lance Roberts

Leverage + Valuations + Psychology + Ownership + Momentum = Mean Reverting Event #stockmarket #investing

4 Challenges and Corresponding Solutions for Sales Teams

Sep 17, 2020 by Lewis Robinson

Regardless of which struggle is most common for your sales team, you don’t have to let it hold your business back. #sales #success

What To Do When Your 100-Day Sprint Feels Like A Marathon

Sep 17, 2020 by Rochelle Moulton

If your sprint starts feeling more like a marathon, try one or more of these three alternatives. #business #performance #growth #success

Discover the True Power of “Protection First, Protection Always”

Sep 17, 2020 by Northeast Financial Network

Dr. Ali Chaudhry strongly believes that protection first, protection always is always applicable no matter which stage of life you’re in

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