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Market Concentration in Magnificent Seven Distorts Index Exposures

2023 In Review: The Year Of The "Magnificent 7"

The “Starving Chartist” Explores Investment Markets During Holiday Season

Balancing Satisfied Clients With Profitability

Dec 26, 2023 by Tony Vidler

Can we improve service levels at the same rate or better than customer expectations of service rise?#growth #advisors

The Scalable Future of Annuity Management with Rich Romano

Dec 26, 2023 by Power Your Advice

The development of an insurance exchange in collaboration with Investnet to streamline processes for advisors working with multiple carriers.

Will Surging Deficits Contribute To Higher Interest Rates in 2024?

Dec 26, 2023 by J.P. Morgan Asset Management

It is likely this significant increase in Treasury bond supply relative to estimates contributed to the move higher in bond yields this year. #markets

One Little Thing Advisors Do to Tank Onboarding

Dec 26, 2023 by The Perfect RIA

You’re helping a client by breaking your process, you’re actually hurting your relationship and denying them the value you promised #advisors

New Year Resolutions for Clients

Dec 26, 2023 by Bryce Sanders

What’s in position #2? Improved finances at 38%. This is an area where you can help. How? #finance #goals #newyears

Unlocking Magic: Grace and Possibility this Holiday Season

Dec 25, 2023 by Ayelet Baron

Grace and possibility actively bring a serene yet powerful presence into our lives, often arriving in unexpected ways.

Cameco Corp: Invalidation of the Breakout

Dec 24, 2023 by Anna Radomska

Buyers stand a chance of stopping further declines as the first important support zone is just around the corner. #oil #markets

11 Most Read Articles of the Week

Dec 24, 2023 by Douglas Heikkinen

11 Most Read Articles of the Week #financialadvisors #wealthmanagement #finance #wealth #money #investing

How To Finish the Year Refreshed & Engaged – Reflecting and Revitalizing

Dec 23, 2023 by Joseph Michelli

To that end, I offer some thoughts I’ll lovingly call gifts for the season. These gifts can be given to. #giving #advisors

The Link Between Sales and Customer Experience

Dec 23, 2023 by Shep Hyken

Customer service and customer experience are more than what happens after the sale. It’s not just a department to call when there is a problem. #CX

5 Ways Financial Advisors Can Establish Credibility and Build Trust

Dec 23, 2023 by Don Connelly

Here are five ways advisors can establish credibility by demonstrating the building blocks of trust. #advisors #growth

Don’t Just Slow Down This Christmas — Stop

Dec 23, 2023 by Paul Kingsman

Reflect until we stop doing, fidgeting, and scrolling. And we can’t be properly grateful without the perspective we get from reflecting. #growth

Will The Red Sea Blockade Reignite Inflation Fears?

Dec 23, 2023 by Lance Roberts

Houthi rebels are attacking Red Sea vessels and greatly limiting traffic in one of the world’s most critical shipping lanes. #markets

Is the Federal Reserve Finished Raising Interest Rates?

Dec 23, 2023 by J.P. Morgan Asset Management

FOMC voted to leave the Federal funds rate unchanged at a target range of 5.25%-5.50% and strongly hinted it is finished hiking interest rates this cycle.

Investing in a Real World

Dec 23, 2023 by Guest Contributor

Real Assets may be well-positioned to play an important role in portfolios over the next cycle. #alternatives #investing

Embracing the Solstice: The Transformative Power of Pause

Dec 22, 2023 by Ayelet Baron

As we pause, reflect, and then speak, we’re shaping how we connect with each other and the world. #views

The Financial Advisory Succession Crisis With David DeVoe

Dec 22, 2023 by Shannon Spotswood

Challenges and barriers to succession planning, the factors contributing to a firm’s success, and the impact of marketing on the industry. #advisors

Maximizing Financial Opportunities in 2024

Dec 22, 2023 by Julia Carlson

Announced new retirement account contribution limits, a new 529 rollover into an IRA option, and Social Security cost-of-living increases. #2024 #finance

Are You the Last One To Know You Have Become a Care Provider?

Dec 22, 2023 by Chris Orestis

Confronting the fact that a person has transitioned in life from being independent to dependent in one way or another is difficult. #NCRetirementCenter

How I Got 19,030 Views in My First 28 Days on YouTube

Dec 22, 2023 by James Pollard

How can you mimic my YouTube strategy to fill your calendar with appointments with hungry and qualified prospects who crave your services? #advisors

Stocks Fluctuate Following Recent Rally

Dec 22, 2023 by Paul Rejczak

Stock prices bounced back after their Wednesday’s rout, and they may see more volatility. #stocks #markets #investing

The Strategic Advantage of Paying off Your Mortgage Before Retirement

Dec 22, 2023 by Malcolm Ethridge

One financial strategy that can significantly influence your lifestyle in retirement is paying off your home mortgage. #NCRetirementCenter

How To Do a Client Communications Audit To Make Clients Feel Valued

Dec 22, 2023 by Libby Greiwe

This exercise breaks down all the different ways you are communicating to make sure you are effectively speaking in a variety of mediums. #advisors

Remember About Gold Price’s Powerful Reversal?

Dec 22, 2023 by Golden Meadow

Gold price has been falling in today’s pre-market trading, but… Given the recent HUGE! weekly reversal, does it really surprise anyone? #gold

Optimism Is Extreme: What Might It Portend?

Dec 22, 2023 by Lance Roberts

Shared four indicators of market breadth. While they all show robust breadth was driving markets higher, they also point to high levels of overboughtness.

5 Reasons To Consider Fixed Income in 2024

Dec 22, 2023 by Guest Contributor

In our view the Fed is done hiking, or at most has one hike left. We believe it’s the ideal time to move out the curve. #fixedincome

If We See Stock Market Mean Reversion, Heads Will Spin

Dec 22, 2023 by WisdomTree

Right now, the stock market is blowing out the 20 years from 1980 to 2000 on a specific performance metric. #ETF #stocks

Framing Hope: Successful Financial Dialogues Amidst the Holidays with Tom West & Arvette Reid

Dec 22, 2023 by The Family Financial Conversation

Tom and Arvette discuss family financial conversations around the holidays #FamilyConversation #retirement #finance

Many Clients Already Feeling Gloomy About 2024 Finances

Dec 22, 2023 by Todd Shriber

Positive possibilities in mind, many Americans are downright gloomy regarding their personal finances in 2024 a year that has yet to commence. #2024

Embrace Rule-Breaking for Better Results

Dec 22, 2023 by Dr. Bert Shlensky

Diverse, expert and coordinated resources to be successful. Let’s work on how to apply the same to the success we’re striving to achieve#growth

Unbundling Financial Services and Maximizing Value for High-Net-Worth Individuals

Dec 22, 2023 by Centura Wealth Advisory

Explore the benefits of unbundling financial services, especially for high-net-worth individuals and founder-led business owners. #advisors #finance

Cybersecurity Investing Will Be In 2024 Spotlight

Dec 22, 2023 by Todd Shriber

While cybersecurity investing is thematic investing, the theme itself is arguably evergreen and will remain prominent in 2024. #cybersecurity #ETF

Investors: Beware of Shiny Objects

Dec 21, 2023 by James E. Wilson

If you think about investing through the lens of emotion, many inappropriate investments will find their way into your view. #investing

7 Easy Ways To Become an Audacious Leader.

Dec 21, 2023 by Roy Osing

Audacious Leaders are DiFFerENT. They are bold. They are contrarian. They are courageous. #advisors #leaders

Navigating Change: How the Holidays Can Help You Be a Better Leader

Dec 21, 2023 by Karin Hurt

The holidays are all these and more—and within these varied experiences, the holidays are also a guide to navigating change. #holidays #advisors

Is It Time To Improve Customer Care For Growth?

Dec 21, 2023 by Elinor Stutz

Gne underlying factor affects everything: The willingness to improve customer care for growth. #growth #advisors #CX

An AI Written Blog Is Good – But Something Important Is Missing

Dec 21, 2023 by Maribeth Kuzmeski

What is missing is the how. How do you specifically implement the good marketing ideas AI suggests in YOUR practice? #advisors

Family Legacy Planning: Guiding Your Clients on the Path To Generational Wealth

Dec 21, 2023 by Bill Cates

Insights on family legacy planning, emphasizing the need to connect all aspects of a client’s life to create a comprehensive financial plan. #family

Are Stocks Turning Bearish? Opportunities in Consolidation

Dec 21, 2023 by Paul Rejczak

The downward correction has finally come, but is it sufficient to turn bearish? #markets #investing #stocks

Advantages of Playing in Crypto Casinos

Dec 21, 2023 by Finscreener

We will learn more about this new trend, and also what are themain advantages of crypto casinos. #crypto #casino

RIAs Partner to Launch Innovative ETF

Dec 21, 2023 by Bill Hortz

A great case study on how advisors can work together to become disruptors and create innovative investment and business solutions together. #ETF

How To Find Out What Really Matters to Your Clients

Dec 21, 2023 by The Perfect RIA

Tried and true methods for uncovering what really matters in your clients’ lives so that you can help them reach their dreams. #advisors

This Rally of the Rest Will Define 2024

Dec 21, 2023 by Guest Contributor

Powell finally said what most of the investment world has been thinking: With inflation falling convincingly, it’s time to consider rate cuts. #rates

Record Highs in Sight as Breadth Improves

Dec 21, 2023 by Lance Roberts

While a short-term decline is likely, the graphics point to positive breadth, which could propel the market higher to start 2024. #markets #2024

Behavioral Science Techniques To Elevate Your Website

Dec 21, 2023 by FMG

Tips and techniques that can help you, as an advisor, elevate your website and potentially convert more prospects. #advisors #websites

The Biggest Political and Economic Stories of 2024

Dec 21, 2023 by Greg Valliere

Picks for the political and economic stories to watch in 2024, with some forecasts on their outcome. Here’s our first take on the 2024 landscape#2024

Exploring the Benefits of Home Care for a Longer, Happier Retirement

Dec 21, 2023 by Eric Blake

Mary discusses the importance of home care for seniors and the benefits of staying at home for as long as possible. #NCRetirementCenter

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