Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. For advisors navigating the vibrant world of financial marketing, she’s your go-to source.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

He recently wrapped up his wildly successful blog, The Reformed Broker , to bring loyal followers the new Downtown Josh Brown , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. For advisors navigating the vibrant world of financial marketing, she’s your go-to source.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Sara Grillo

APRIL 10, 2023

It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time.

Investing 52

Investing Investments CFP Financial Advisor 52

Abnormal Returns

OCTOBER 31, 2022

economist.com) With economic sanctions in place, it's back to the future for the Russian auto industry. fortune.com) Economy Three things that are dampening economic pain, including remote work. econbrowser.com) Earlier on Abnormal Returns Adviser links: the paradox of Social Security.

Financial Advising 246

Financial Advising Media Valuation Retail 246

Abnormal Returns

DECEMBER 25, 2022

Strategy Six things that don't change in financial markets including the attraction of 'shiny objects.' econbrowser.com) The (limited) economic schedule for the coming week. abnormalreturns.com) How market shocks affect our perceptions of risk. rock-wealth.co.uk) Companies Not a lot went right for Big Tech in 2022.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Abnormal Returns

JULY 14, 2022

(cbc.ca) Why Sri Lanka is facing an economic crisis. economy is a slowing housing market. pragcap.com) Where indicators of financial market stress stands. abnormalreturns.com) Four tips to avoid stock market aggravation. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Marketing 130

Marketing Marketing License Financial Advising 130

Brown Advisory

SEPTEMBER 6, 2022

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. In the financial markets we see evidence of cycles in capital flows as market prices rise. specialty insurer Hiscox.

Investments 52

Investments Investing Insurance Ethics 52

Indigo Marketing Agency

JANUARY 25, 2025

Steven Jarvis, CPA Reason to Follow: Expert in tax strategies for financial advisors Steven Jarvis, co-founder of Retirement Tax Services , is the go-to expert for tax strategies that advisors can integrate into their practices. As a FutureProof panelist , his insights are shaping the future of financial advising.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

The Big Picture

NOVEMBER 15, 2022

The advice part of being a financial adviser is the hard part. We’re kind of upside down in how we compensate and how we think about markets, right? So we haven’t talked about the thematic ETS, biblical, partisan, our friend Perth Tolle’s Economic Freedom. NADIG: DMCY does emerging and development markets.

Management 278

Management Assets Portfolio Investing 278