Nerd's Eye View

JUNE 10, 2024

The first half of 2024 has been a solid start for most advisory firms, with markets enjoying moderate growth (a pleasant follow-through after a particularly strong 2023!), client retention rates remaining robust, and at least a bit of client referral growth trickling in.

Financial Advisor 246

Financial Advisor Financial Planner Clients Communication 246

Nerd's Eye View

MAY 6, 2024

Welcome to the May 2024 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!

Financial Advisor 233

Financial Advisor Retirement Planning CFP Clients 233

Calculated Risk

OCTOBER 30, 2022

In our view, based on the median policy rate path as expressed in the September SEPs and communication from some FOMC participants like San Francisco Fed President Mary Daly, the committee is likely to engage in a debate on the appropriateness of slowing the pace of policy rate hikes beginning in December. June 2022 1.5 June 2022 3.6

Banking 345

Banking Communication Economy Economics 345

Million Dollar Round Table (MDRT)

JANUARY 12, 2025

In these top videos posted on MDRTs YouTube channel in 2024, learn how MDRT members communicate and work with clients. By Antoinette Tuscano, MDRT senior content specialist You can be an outstanding financial advisor; however, youre still out of business without clients.

Clients 105

Clients CFP Communication Financial Advisor 105

Abnormal Returns

APRIL 30, 2024

cnbc.com) How Lilly plans to ramp production by 50% in 2024. abnormalreturns.com) Adviser links: communication skills. (axios.com) Walmart ($WMT) is getting out of the health clinic business. retaildive.com) Eli Lilly Eli Lilly ($LLY) is selling a lot of weight loss drugs. wsj.com) This CEO is taking advantage of his company discount.

Financial Advising 289

Financial Advising Communication Media Economy 289

Abnormal Returns

JANUARY 3, 2025

Eric Topol about big biotech breakthroughs in 2024. pushkin.fm) Brett McKay talks with Todd Rogers author of "Writing for Busy Readers: Communicate More Effectively in the Real World." theringer.com) Russ Roberts talks with Prof. Emily Oster about the challenges of interpreting public health data.

Portfolio Management 147

Portfolio Management Communication Portfolio Management 147

Nerd's Eye View

NOVEMBER 24, 2023

Also in industry news this week: A recent survey indicates that about 98% of clients are at least somewhat satisfied with their financial advisor and that an advisor’s ability to provide peace of mind when it comes to finances is a key driver of this satisfaction A study indicates that advisors can potentially boost client referrals by using (..)

Financial Planner 246

Financial Planner Communication Insurance Advertising 246

Calculated Risk

MARCH 7, 2025

Recent indicators point to a possible moderation in consumer spending relative to the rapid growth rate over the second half of 2024. We will consider changes to our consensus statement (Statement on Longer-Run Goals and Monetary Policy Strategy) and to our communications as part of this review. GDP expanded at a 2.3

Economics 162

Economics Economy Food Communication 162

Calculated Risk

AUGUST 7, 2024

percent from one week earlier, according to data from the Mortgage Bankers Association’s (MBA) Weekly Applications Survey for the week ending August 2, 2024. From the MBA: Mortgage Applications Increase in Latest MBA Weekly Survey Mortgage applications increased 6.9 percent on a seasonally adjusted basis from one week earlier.

Communication 336

Communication Government Economy Sales 336

Abnormal Returns

FEBRUARY 27, 2024

Markets Communications and health care are leading the U.S. market in 2024. capitalspectator.com) A closer look at Europe's answer to the Magnificent Seven stocks, GRANOLA. biopharmadive.com) Strategy What happens when you invest right before a bear market? ofdollarsanddata.com) Why it's so easy to get sucked into trading too much.

Advertising 289

Advertising Financial Advising Communication Economy 289

Calculated Risk

SEPTEMBER 17, 2023

On the meeting this week from BofA: " We expect the Fed to stay on hold at the September FOMC meeting , consistent with recent Fed communications and current market pricing. Perhaps the most important forecast is the 2024 median, which we think will shift up by 25bp to 4.875%, reflecting just 75bp of cuts next year." March 2023 0.0

Banking 288

Banking Economics Economy Communication 288

Nerd's Eye View

JULY 8, 2024

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) We look forward to continuing the journey with you through the rest of 2024! interest rates, and relatively little new tax legislation (yet).

Ethics 239

Ethics Education Financial Advice Taxes 239

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Investment Writing

DECEMBER 17, 2024

Follow this advice, no matter what you decide It’s important to use your words consistently in your corporate communications. Refer to Treasury bonds, Treasury notes, and so on. It’s bit wordy, but correct. Pick one spelling and stick with it. Consider creating a corporate style guide that lists preferred spellings.

Communication 98

Communication Banking Investing Investments 98

Nerd's Eye View

JANUARY 26, 2024

Also in industry news this week: A House committee has advanced a bill that would extend several expired business-related tax measures from the Tax Cuts and Jobs Act and would increase the value of the Child Tax Credit The SEC released its examination priorities for 2024, which include a focus on advisers' adherence to their duty of care and duty of (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advisor Retirement 246

Calculated Risk

JULY 5, 2023

Real GDP growth over 2024 and 2025 was projected to be below the staff's estimate of potential output growth. They also emphasized the importance of communicating to the public their data-dependent approach. The unemployment rate was forecast to increase this year, peak next year, and remain near that level through 2025.

Economics 305

Economics Banking Communication Economy 305

Calculated Risk

JULY 3, 2024

From the Fed: Minutes of the Federal Open Market Committee June 11–12, 2024. Several participants noted that financial market reactions to data and feedback received from contacts suggested that the Committee's policy approach was generally well understood.

Transportation 227

Transportation Food Communication Economics 227

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Source: YCharts.com, February 24, 2024. Investors appear to have concluded that AI’s impact may just be starting, and anticipate it will be a driving economic force in 2024 and beyond. Source: Investors Business Daily – Econoday economic calendar; February 19, 2024 The Econoday economic calendar lists upcoming U.S.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

JANUARY 16, 2024

1,2,3,4,5 Source: YCharts.com, January 13, 2024. Source: Investor’s Business Daily, Econoday economic calendar; January 10, 2024 The Econoday economic calendar lists upcoming U.S. TRV), State Street Corporation (STT) Source: Zacks, January 10, 2024 Companies mentioned are for informational purposes only. Industrial Production.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

FEBRUARY 5, 2024

2 Source: YCharts.com, February 3, 2024. Source: Investors Business Daily – Econoday economic calendar; February 2, 2024 The Econoday economic calendar lists upcoming U.S. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. CNBC.com, January 29, 2024 2. EIA Petroleum Report.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

FEBRUARY 19, 2024

3 Source: YCharts.com, February 17, 2024. While the Fed has indicated short-term rates may trend lower in 2024, the January inflation reports support Fed Chair Powell’s recent comments that the Fed is in no hurry to cut rates. Source: Zacks, February 15, 2024 Companies mentioned are for informational purposes only.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

4 Source: YCharts.com, March 23, 2024. Source: Investors Business Daily – Econoday economic calendar; March 18, 2024 The Econoday economic calendar lists upcoming U.S. WBA) Source: Zacks, March 19, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 22, 2024 2.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

3,4 Source: YCharts.com, March 16, 2024. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 15, 2024 2.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 11, 2024

4,5 Source: YCharts.com, March 9, 2024. Source: Investors Business Daily – Econoday economic calendar; March 2, 2024 The Econoday economic calendar lists upcoming U.S. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, March 8, 2024 2.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

JANUARY 29, 2024

4 Source: YCharts.com, January 27, 2024. Source: Investors Business Daily – Econoday economic calendar; January 26, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, January 22, 2024 2. CNBC.com, January 22, 2024 3. The Wall Street Journal, January 25, 2024 4. Fed Balance Sheet.

Marketing 105

Marketing Marketing Economics Taxes 105

Million Dollar Round Table (MDRT)

DECEMBER 22, 2024

In 2024, these were the most-listened episodes. By Matt Pais, MDRT Senior Content Specialist Every month, the MDRT Podcast delivers insights from members about how they handle challenges and changes in their practice. Enjoy, and thanks for listening!

Communication 101

Communication Clients 101

Cornerstone Financial Advisory

FEBRUARY 12, 2024

3 Source: YCharts.com, February 10, 2024. Source: Investors Business Daily – Econoday economic calendar; February 8, 2024 The Econoday economic calendar lists upcoming U.S. AMAT), Deere & Company (DE) Source: Zacks, February 8, 2024 Companies mentioned are for informational purposes only. CNBC.com, February 9, 2024 4.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

Weekly Market Insights | September 9th, 2024 Rough Start, Unsettling End. 4 Source: YCharts.com, September 7, 2024. Source: I nvestors Business Daily – Econoday economic calendar ; September 6, 2024 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, September 6, 2024 2. IRS.gov, May 8.

Marketing 90

Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

MARCH 4, 2024

2 Source: YCharts.com, March 2, 2024. Source: Investors Business Daily – Econoday economic calendar; February 27, 2024 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. The Wall Street Journal, February 29, 2024 2.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

JANUARY 8, 2024

Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. Source: YCharts.com, January 6, 2024. The Wall Street Journal, January 5, 2024 2.

Marketing 98

Marketing Marketing Taxes Economics 98

Indigo Marketing Agency

JULY 23, 2024

Clear, Direct Content The content gets straight to the point, with a headline that instantly communicates what PFA does, who they serve, and their location, while providing a clear call to action. The post Websites for Financial Advisors: What’s Working in 2024 appeared first on Indigo Marketing Agency. Reach out to us anytime.

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Financial Symmetry

FEBRUARY 20, 2025

At the end of 2024, the 10 largest companies in the S&P 500 Index made up 37.3% Data from 12/31/1989 12/31/2024. Data for Panel A and Panel B from 3/1/2008 12/31/2024. companies from the IT, consumer discretionary, and communication sectors: Alphabet, Amazon, Apple, Meta, Microsoft, NVIDIA and Tesla.

Marketing 64

Marketing Marketing Valuation Commission 64

Cornerstone Financial Advisory

JANUARY 2, 2024

Copyright 2024 FMG Suite. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. Cambridge’s Form CRS (Customer Relationship Summary) Copyright © 2024 Cornerstone Financial Advisory, LLC a Broker/Dealer, Member FINRA / SIPC.

Taxes 104

Taxes Investment Advisor Numbers Investing 104

A Wealth of Common Sense

MARCH 20, 2024

Today’s Animal Spirits is brought to you by YCharts and Fabric by Gerber Life See here for YCharts’ 2024 advisor-client communication survey See here for more information on life insurance from Fabric by Gerber Life On today’s show, we discuss: Sorry stock bulls, the ‘Wall of Cash’ isn’t all headed your way A chart (..)

Communication 109

Communication Insurance Clients Marketing 109

Investment Writing

OCTOBER 15, 2024

Metaphors are powerful tools for communication. Note: This post was updated on October 15, 2024, following its original publication in 2011. Photo by Kaptain Kobold Apparently, speaker Todd Fithian of the Legacy Companies suggested that advisors tackle whatever represents “the pebble in the shoe” for their clients.

Communication 102

Communication Financial Planning Clients Planning 102

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

As we move into 2024, we must consider the important factors causing this trend and affecting the future of charitable giving. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable.

Nonprofit 89

Nonprofit Distribution Government Taxes 89

The Big Picture

SEPTEMBER 26, 2024

The New York Times : “The Beatles’ vocal quality can be described as hoarsely incoherent, with the minimal enunciation necessary to communicate the schematic texts.” Bob Seawright, The Better Letter, Feb 1, 2024 Pre-Order now for March 18, 2025 _ 1. The Los Angeles Times : “Not even their mothers would claim that they sing well.”

Numbers 334

Numbers Communication Media Investing 334