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Monday links: changed communication

Abnormal Returns

The TSA screened a record number of passengers on Sunday. abnormalreturns.com) Mixed media Costco ($COST) is getting out of the books business. (bloomberg.com) Finance Why ServiceTitan has to go public. axios.com) Robinhood ($HOOD) is now taking on Charles Schwab ($SCHW) and Fidelity. barrons.com) Boom! Well, you should. twopct.com)

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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

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Financial Advisors Communicating About Market Volatility

Indigo Marketing Agency

Recession Concerns & Market Volatility: How Financial Advisors Should Communicate With Clients As financial advisors , youre well aware that so far the 2025 financial market has been more unpredictable than a toddler. Why Proactive Communication Matters If theres one thing more unpredictable than the markets, its human emotion.

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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)

Nerd's Eye View

And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)

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Weekend Reading For Financial Planners (August 17-18)

Nerd's Eye View

Notably, this announcement included the first off-channel communication case brought by the SEC as a result of a referral from an RIA exam, which could lead examiners to focus on off-channel communications during regular RIA examinations.

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Kitces & Carl Ep 132: What Drives Real Advisor Marketing Success: Vanity Metrics Vs Engaged Prospects

Nerd's Eye View

At the end of each calendar year, social media platforms compile a wrap-up of each user's metrics, showing a theoretical reach for every account's best-performing piece of created media content and highlighting the "Best Of The Best" on the web, while revealing social media 'superstars' who have millions of impressions and followers.

Media 227
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How to Get Comments on Your Social Post: Social Media for Financial Advisors

FMG

Financial advisors know that social media isnt just for posting updates; its for building connections. Social media for financial advisors doesn’t have to be challenging let’s dive into simple ways to encourage comments on your posts. Comments dont just build numbers they build trust.