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Weekend Reading For Financial Planners (Oct 1-2)

Nerd's Eye View

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.

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3 Key Advisor Metrics for Service Breakthroughs (From Lead Generation to Retention)

eMoney Advisor

The average NPS score for financial services firms is 44, down from 46 in 2022. Some advisors even use this stat in determining what service tier a client should be categorized in to retain these super-connected clients. NPS Financial Services / 27 Banking NPS Scores.” percent for niche, and 25.4 SaaSquatch.

Clients 101
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Top Cryptocurrency Exchanges By Volume in 2023 – Hidden Gems?

Trade Brains

Among evolving markets with market participants, cryptocurrency exchanges have also increased in number for the easy usage of digital currency markets with well-built technology and trust. It provides various services like trading, listing, fundraising, delisting and withdrawing cryptocurrencies.

Marketing 116
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Market Commentary: Bulls Smile at January and February Market Gains

Carson Wealth

The numbers suggest the slight near-term lift in inflation is a bump, not a new surge higher. It’s only slightly elevated relative to the 2017-2019 average of 2.9%. As a percentage of the workforce, the number of workers quitting their jobs is now at 2.4%, well below where it was a year ago and even lower than it was pre-pandemic.

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Market Commentary: Bull Market Turns Two

Carson Wealth

The elevated core numbers are due to lagging shelter inflation within official data (shelter makes up 44% of core CPI). I don’t know how you can look at these numbers and still say inflation is a problem. Between January 2017 and February 2020 (pre-pandemic), headline CPI inflation average 2.1%, and core averaged 2.2% (annualized).

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Market Commentary: Seasonal Tailwinds Ahead, but First an Election

Carson Wealth

However, this shouldn’t be a big surprise because we knew Hurricanes Milton and Helene would weigh on the numbers. September payrolls were revised down by 31,000 to +223,000 jobs, and August was revised down by 81,000 to +78,000 (the first sub-100,000 monthly payroll number since December 2020). The 2017-2019 pace was 3.1%.)

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Why did Reliance stock fall by 50%?

Trade Brains

Bonus issues raise the total number of a company’s outstanding shares, making each share less valuable on paper while increasing market liquidity. Since its last bonus issue in 2017, RIL shares have grown by 266%. on Friday, marking a substantial rise from its September 2017 price of Rs 725.65.