Calculated Risk

APRIL 3, 2024

percent year-over-year, according to the March ADP® National Employment ReportTM produced by the ADP Research Institute® in collaboration with the Stanford Digital Economy Lab (“Stanford Lab”). The three biggest increases for job-changers were in construction, financial services, and manufacturing,” said Nela Richardson, chief economist, ADP.

Financial Services 189

Financial Services Manufacturing Economy 189

Abnormal Returns

APRIL 9, 2023

wsj.com) Why so many financial services companies introduce friction into the system. vox.com) Economy Hours worked are below where they were pre-pandemic. (humbledollar.com) Rich people can take flyers on risky investments that you can't. bestinterest.blog) Banking The pandemic did not kill off the credit card rewards business.

Financial Advising 227

Financial Advising Startup Financial Services Banking 227

The Big Picture

OCTOBER 28, 2023

The creator economy, as it’s known, is now a global industry valued at $250 billion, with tens of millions of workers, hundreds of millions of customers and its own trade association and work-credentialing programs. But Adidas had been tolerating his misconduct behind the scenes for nearly a decade. ( trillion in client assets.

Wealth Management 278

Wealth Management Banking Financial Services Management 278

Nerd's Eye View

JUNE 3, 2024

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

Risk Tolerance 246

Risk Tolerance Communication Startup Financial Planning 246

Brown Advisory

AUGUST 11, 2023

The Equity Beat: Old Economy Stocks Aging Like Fine Wine mhannan Fri, 08/11/2023 - 17:10 Unlike my good friends who frequent Baltimore’s finest dining establishments about as often as the division-leading Orioles win (you know who you are), I would never be confused for a wine connoisseur. was only marginally better.

Economy 98

Economy Manufacturing Clients Economics 98

Midstream Marketing

OCTOBER 31, 2024

Key Highlights In today’s online world, businesses in the financial services industry need financial marketing consultants to succeed. These consultants connect complex financial products with the right customers. These experts know the challenges of marketing in financial services.

Consulting 52

Consulting Financial Market Marketing Marketing 52

Indigo Marketing Agency

JULY 1, 2024

When the economy is changing all the time, you need more than just a good business plan to stay ahead of the competition. It needs a personalized, cutting-edge marketing plan, which is where a marketing agency for financial services comes in. You can pick the service size that fits your needs and wallet.

Financial Services 52

Financial Services Marketing Marketing Media 52

Mish Talk

DECEMBER 5, 2022

Supplier Deliveries is the only ISM ® Report On Business ® index that is inversed; a reading of above 50 percent indicates slower deliveries, which is typical as the economy improves and customer demand increases.) “The Huge PMI Divergences If you want to believe the economy is rip roaring, then you believe ISM. percent, 2.4

Economy 190

Economy Manufacturing Economics Healthcare 190

Carson Wealth

NOVEMBER 4, 2024

If the economy remains strong (as we expect), that would matter much more than just about anything else. Here’s What the October Payroll Report Really Tells Us About the Economy October payrolls were a big disappointment, with job growth clocking in at just 12,000. on average, well above the 7.1% average seen in all years.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

JANUARY 13, 2025

Good news can be bad news in the short run, but a solid economy usually becomes good news again once we get past the initial market reaction. If the underlying economy is sound, pullbacks like this can actually be a positive for the longer-term health of the market. The economy created over 2 million jobs in 2024, down from 2.4

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

DECEMBER 2, 2024

The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 2025. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financial services.

Marketing 75

Marketing Marketing Economy Compliance 75

Abnormal Returns

FEBRUARY 13, 2023

(wsj.com) Apple ($AAPL) has been slow rolling out new financial services. politico.com) Economy The housing economy is resisting a recession. msn.com) The SEC is tightening rules around 10b5-1 plans. wsj.com) New York Manhattan office workers are avoiding Fridays in the office.

Financial Advising 130

Financial Advising Financial Services Economy Media 130

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000). For reference, the 2019 average was 166,000.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Carson Wealth

APRIL 21, 2025

Powell’s prepared remarks started off by saying the economy was/is in good shape, including labor markets and the inflation picture. That’s not good for cyclical areas of the economy, including housing and manufacturing, which are also going to be hit by the weight of tariffs.

Marketing 75

Marketing Marketing Economy Investing 75

Carson Wealth

MARCH 17, 2025

In last weeks commentary, we took a look at tariff policy, the market uncertainty it was creating, and what was going on in the broader economy. But whether were looking at the current state of the economy or market history, our focus is always on facts over feelings. These guidelines dont mean we ignore context.

Marketing 84

Marketing Marketing Economy Portfolio 84

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Alright, so, so you go from public finance, how did you evolve towards co-head of innovation economy? So Barry Ritholtz : Let’s talk about your dual role, your, your co-head of innovation economy and your head of specialized industries.

Banking 130

Banking Economy Startup Marketing 130

Carson Wealth

DECEMBER 11, 2023

It is important to remember that stocks lead the economy, both on the way up and the way down. To us, this is the market’s way of saying the economy will continue to see solid growth next year. Stocks tend to lead the economy, and several major indexes are near new highs, which is a good signal for the economy.

Marketing 143

Marketing Marketing Economy Compliance 143

Abnormal Returns

APRIL 23, 2023

axios.com) Apple ($AAPL) is being very deliberate in its approach to financial services. vox.com) Economy Earnings can fall even without an economic recession. Companies RIP, Bed, Bath & Beyond ($BBBY). ft.com) Pepsi ($PEP) is quietly working to make its products healthier. politico.com) Not every HOA sucks, but a lot do.

Financial Advising 130

Financial Advising Financial Services Manufacturing Economics 130

Carson Wealth

OCTOBER 23, 2023

The economy has strong momentum, with growth accelerating since the first half of the year. Retail and food service sales have increased at an 8.6% Through June 2023, the economy grew 2.4% Since then, the economy has accelerated. At Carson, we have consistently believed the economy is resilient and will avoid a recession.

Marketing 143

Marketing Marketing Economy Retail 143

Carson Wealth

MARCH 3, 2025

Good Riddance, February The second half of February was rough, as worries over the economy, tariffs, and large cap tech weakness dominated the conversation. We continue to think the bull market is alive and well and the economy is on solid footing, but that doesnt mean we wont have scary headlines or worries. Heres the thing.

Marketing 78

Marketing Marketing Government Economy 78

Carson Wealth

AUGUST 5, 2024

Economic data last week showed the economy slowing more than expected, adding to worries about a potential recession. Monthly nonfarm payrolls came in weak, adding to the worries about the overall strength of the economy. Lower rates could provide a jump to the economy on both fronts.

Marketing 141

Marketing Marketing Economy Numbers 141

Carson Wealth

OCTOBER 9, 2023

The September payroll report confirms the economy is strong. Aggregate income is rising above the pace of inflation, and that’s powering the economy. Wage growth is easing, which should alleviate concerns that the economy is overheating. Expectations for a stronger economy are driving interest rates higher.

Marketing 134

Marketing Marketing Economy Government 134

MarketWatch

MARCH 7, 2023

stock indexes opened modestly lower on Tuesday as traders awaited Federal Reserve Chairman Jerome Powell's testimony before Congress on the state of the economy. He will also be quizzed by the House Financial Services panel on Wednesday. The Dow Jones Industrial Average shed 5 points, leaving it nearly flat at 33,425.The

Financial Services 98

Financial Services Banking Economy Marketing 98

Trade Brains

SEPTEMBER 21, 2024

HDFC Bank – HDB Financial Services HDFC Bank , one of India’s leading private sector banks, is preparing to unlock value from its non-banking finance arm, HDB Financial Services. This move involves HDFC Bank diluting its stake in HDB Financial Services by nearly 10%.

Banking 111

Banking Financial Services Insurance Assets 111

The Big Picture

OCTOBER 12, 2023

Three years into a mass workplace experiment, we are beginning to understand more about how work from home is reshaping workers’ lives and the economy. ( New York Times ) • The economy has been strong. My morning train WFH reads: • Here’s What We Do and Don’t Know About the Effects of Remote Work.

Ethics 130

Ethics Financial Services Economy Management 130

Carson Wealth

JUNE 10, 2024

May job growth surprised to the upside with the economy adding a robust 272,000 jobs. How the consumer is tapped out, the economy is headed for a recession, only a few stocks are going up, and so on endlessly. What Matters for the Economy: Consumption (and Incomes) Consumption runs on incomes, and the picture there is positive.

Marketing 143

Marketing Marketing Economy Numbers 143

Abnormal Returns

APRIL 16, 2023

wsj.com) Charles Schwab ($SCHW) is unique in financial services. theatlantic.com) Economy Are tightening lending standards going to tip the U.S. (axios.com) The commercial real estate recession is going to take a while to play out. disciplinefunds.com) Finance Big banks avoided the Q1 banking crisis. into recession?

Financial Advising 130

Financial Advising Startup Financial Services Banking 130

Trade Brains

DECEMBER 31, 2022

Indexes play an important role as they also stand in the representation of a country’s market and economy. Financial Services HDFCBANK 8.96%. Financial Services ICICIBANK 7.76%. Financial Services HDFC 5.94%. Financial Services KOTAKBANK 3.31%. Financial Services BAJFINANCE 2.19%.

Financial Services 95

Financial Services Healthcare Banking Portfolio 95

Carson Wealth

JULY 31, 2023

After a large reversal Thursday, stocks bounced back Friday, bolstered by the continued impressive performance of the economy (further details below). Instead of saying the economy grew at a “modest” pace, Fed members said it’s growing at a “moderate” pace. Moderate” is Fedspeak for a strong economy. The economy grew 2.4%

Economy 52

Economy Marketing Marketing Compliance 52

Carson Wealth

APRIL 29, 2024

The Headline GDP Number Masks a Strong Economy The economy grew 1.6% Excluding these categories provides a much clearer picture of actual spending and production in the economy, i.e., final demand after adjusting for inflation. After adjusting for inflation, the economy is almost 1% larger than the CBO projected.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

MAY 13, 2024

While some cracks may be forming, the economy remains on firm footing. Our Leading Economic Indicators Still Point to a Strong Economy A couple of softer-than-expected economic report cards recently came in — first quarter GDP growth and the April payroll report — and suddenly, calls for an impending recession have resumed.

Marketing 97

Marketing Marketing Economy Economics 97

Indigo Marketing Agency

DECEMBER 19, 2022

He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski is a CFP® professional and personal coach to financial professionals. Ron is a household name among financial advisors and one of our personal heroes and mentors. Check out his Twitter feed here.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Carson Wealth

OCTOBER 30, 2023

While economic growth may have peaked in the third quarter, we expect the economy to remain supportive. Consumer services and government spending are likely to remain strong contributors to growth in the final quarter of the year. The Energizer Bunny Economy You just can’t put this economy down. Despite the U.S.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

JANUARY 8, 2024

A “Goldilocks” December jobs report highlights sustained momentum for the economy as it continues its path to normalization. Goldilocks Job Numbers as Economy Powers Ahead The December payroll report was strong on the surface, with 216,000 jobs created last month and the unemployment rate firm at 3.7%. History says to expect it.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

JULY 24, 2023

economy has accelerated over the past year, defying calls of recession amid the Fed’s aggressive rate hikes. In sum: Not only is there no recession, but the economy does not even appear to be headed for a “landing” at this point. Right now, it says the economy grew 2.4% Recent data suggest a major slowdown is not in the cards.

Marketing 98

Marketing Marketing Economy Retail 98

Carson Wealth

JULY 29, 2024

Q2 GDP Growth Confirms Economic Resilience The economy grew at an annualized pace of 2.8% It’s a very solid, but not spectacular, number, just in the top half of all quarters since 2010, but looking at it in the context of the rate environment shows just how resilient the economy has been. almost broke the economy in 2019.

Marketing 97

Marketing Marketing Economy Transportation 97

Carson Wealth

NOVEMBER 27, 2023

The economy remains strong, the consumer is healthy, the wall of worry is intact, and manufacturing is bottoming. The Consumer Is Strong We’ve been hearing for two years that the consumer was tapped out and the economy was headed for a recession. Stocks rallied again last week and are now up four weeks in a row.

Marketing 96

Marketing Marketing Manufacturing Retail 96