Remove Communication Remove Investment Advisor Remove Sales
article thumbnail

Marketing to RIAs: Trends & Growth Insights Uncovered

Midstream Marketing

Introduction In the busy world of financial services, asset managers and Registered Investment Advisors (RIAs) require solid marketing strategies to succeed. They need to recognize the special needs and challenges investment advisors face. With targeted marketing efforts, investment advisors can stand out.

article thumbnail

Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7% Existing home sales were weak, falling 2.0% Existing home sales are on track to record their slowest year since 2011. Wednesday: New Home Sales. a Registered Investment Advisor. Housing starts rebounded 7.0%

Marketing 105
Insiders

Sign Up for our Newsletter

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

article thumbnail

Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

It should not be considered a solicitation for the purchase or sale of any company connected with AI. 3,4 This Week: Key Economic Data Monday: New Home Sales. WDAY), Zoom Video Communications, Inc. (ZM) It should not be considered a solicitation for the purchase or sale of the securities. a Registered Investment Advisor.

Marketing 105
article thumbnail

Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . Consider an installment sale.

Taxes 107
article thumbnail

Weekly Market Insights – March 18, 2024

Cornerstone Financial Advisory

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. The return and principal value of investments will fluctuate as market conditions change. .

Marketing 105
article thumbnail

Weekly Insights – December 25, 2023

Cornerstone Financial Advisory

in November, reaching levels not seen since May, while existing home sales rebounded 0.8%, reversing five straight months of declines. Existing home sales have been hurt by low inventory since many homeowners with low-rate mortgages are hesitant to move and take on a higher-rate mortgage. a Registered Investment Advisor.

Taxes 105
article thumbnail

Weekly Market Insights – December 18, 2023

Cornerstone Financial Advisory

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Existing Home Sales. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. a Registered Investment Advisor. Jobless Claims.

Marketing 105