article thumbnail

Style guidelines for financial services firms

Investment Writing

Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. Why create style guidelines for your financial services firm? However, style guides often don’t cover challenges specific to financial services firms.

article thumbnail

Schedule for Week of February 9, 2025

Calculated Risk

House Financial Services Committee -- Thursday, February 13th -- 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for CPI to be up 2.9% year-over-year and core CPI to be up 3.2% 10:00 AM: Testimony, Fed Chair Jerome Powell, Semiannual Monetary Policy Report to Congress , Before the U.S.

Retail 162
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Fed's Beige Book: "Economic activity increased slightly to moderately"

Calculated Risk

The nonfinancial services sector grew slightly overall, with Districts highlighting growth in leisure and hospitality and transportation, notably air travel. Contacts expected prices to continue to rise in 2025, with some noting the potential for higher tariffs to contribute to price increases. Energy activity was mixed.

Economics 162
article thumbnail

Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business

Indigo Marketing Agency

Why Hiring a Digital Marketing Agency for Financial Services Is the Key to Growing Your Business In the mid-2000s, digital marketing was just one of many mediums local businesses were starting to utilize to growalong with newspaper ads, phone book ads, direct mail ads, radio and TV ads, billboards, door-to-door sales, and more.

article thumbnail

The 2024 Kenneth Black Jr. Leadership Award Winner Is Mike McGlothlin

NAIFA Advisor Today

NAIFA and our FSP community congratulate Mike McGlothlin as the 2025 winner of the Ken Black Leadership Award, said NAIFA CEO Kevin Mayeux , CAE. During his tenure on FSPs Executive Committee, McGlothlin fulfilled more than 50 speaking engagements and was highly sought-after for FSP national and chapter events.

Ethics 138
article thumbnail

January Issue of the Journal of FSP

NAIFA Advisor Today

The J anuary issue of the Journal of Financial Service Professionals has arrived, and its a must-read for anyone in the financial services community. A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table.

article thumbnail

Are Financial Services Ready for 2025?

Advisor Perspectives

The Exchange Team is full of gratitude for our sponsors and the community coming to the 2025 financial services conference.