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Risk Management in Financial Services During 2023 – 10 Key Highlights

Risk Management Guru

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Greater use of data and analytics : Financial services firms are using data and analytics to identify and manage risks more effectively.

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The Latest In Financial #AdvisorTech (September 2023)

Nerd's Eye View

Welcome to the September 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 246
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Weekend Reading For Financial Planners (Oct 1-2)

Nerd's Eye View

From there, we have several articles on advisor marketing: How some of the biggest financial services firms are increasing their television advertising and how smaller firms can craft a scalable, cost-efficient marketing strategy.

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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. mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com)

Clients 245
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Weekend Reading For Financial Planners (May 18-19)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study indicates that while overall social media engagement for financial services companies was down in 2023 compared to the previous year, firms boosted their engagement through posts that were entirely original content (..)

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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. As Fed Chair Jerome Powell noted after the Fed’s May meeting, Fed members didn’t think the hot inflation data negated the progress made in the second half of 2023. New highs scare many investors, but history suggests more new highs will follow.

Numbers 97
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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals.