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Adviser links: client confidence

Abnormal Returns

standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com) Podcasts Daniel Crosby talks with Tom Howard about behavioral finance vs. behavioral investing.

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Market Commentary: Dow Hits 40,000 As Inflation Numbers Improve

Carson Wealth

April inflation data confirmed there is no need to panic about the first-quarter numbers. Broad commodity prices are not surging like they did in 2022 (oil prices have fallen close to 10% since early April), which means a commodity-driven supply shock is not in the cards for now. That’s similar to the pace of 2019.

Numbers 97
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FARE helps Black financial professionals thrive

Nationwide Financial

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

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How Are Financial Advisors Getting New Clients in 2022?

FMG

According to the AARP, 45% of middle-aged Americans would rather visit the dentist than make an appointment with a financial advisor. Most people distrust financial services as an industry. Prospects don’t know how to choose a “good” financial advisor. Why is that? Some decisions can cause contention.

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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. A narrower 2022 snapshot study into high-net-worth investors’ opinions of their advisors yielded an average NPS of 47.7. There isn’t a true one-size-fits-all number for how many referrals you should expect per advisory client.

Clients 101
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Market Commentary: Risks Increase, But Don’t Overreact to the Turbulence

Carson Wealth

Thursday’s set of economic data saw initial jobless claims rise to their highest level in a year, alongside a weak manufacturing ISM number. Missed in this news flow was a stronger-than-expected productivity number reported Thursday, something we’ve been expecting all year. Stocks fell and bonds rallied as yields fell. Source: St.

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What is Nifty and Sensex? Basics of Stock Market Index!

Trade Brains

As of Feb 2022, 5,246 companies trading on the BSE were worth over Rs 264 Lakh Crore (Rs 26,451,334.95 Here is the Sensex 30 Companies- Constituents of Sensex 30 by Weights – 2022. 14 Bharti Airtel Telecom Services 2.62%. — Nifty 50 Companies – Constituents of Nifty 50 by Weights – 2022.