Wealth Management

MAY 13, 2024

How illogic in DOL’s Retirement Security Rule produces a crisis of identity for insurance professionals.

Financial Advising 111

Financial Advising Investing Investments Insurance 111

Wealth Management

OCTOBER 16, 2024

American College of Financial Services CEO George Nichols explores how understanding the diverse needs of various communities is crucial for advisors.

Financial Advising 101

Financial Advising Financial Services 101

Abnormal Returns

NOVEMBER 4, 2024

(advisorperspectives.com) How one adviser focused on nurses as a niche. wealthmanagement.com) Some financial advisers are pushing the limits on marketing with their 'media' appearances. wsj.com) Advisers The pros and cons of operating a remote wealth management firm. kitces.com)

Wealth Management 159

Wealth Management Financial Advising Wealth Advisor Compliance 159

Advisor Perspectives

SEPTEMBER 30, 2024

I see a personal trainer five days a week, and I am now in the best shape of my life. I could not have afforded Doug when I was younger — and I wouldn’t be able to now, either, but for technology. Doug lives on the West Coast and trains me (and dozens of others) through an app.

Financial Advising 52

Financial Advising Accounting Clients 52

Abnormal Returns

OCTOBER 28, 2024

(economist.com) Earlier on Abnormal Returns Adviser links: serving Boomers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 274

Financial Advising Economy Media Management 274

Abnormal Returns

DECEMBER 25, 2023

morningstar.com) A list of the most popular podcasts for financial advisers. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. advisorperspectives.com) Do financial advisers recommend annuities to their clients? riabiz.com) When should you hire? kitces.com)

Financial Advising 287

Financial Advising Startup Financial Advice Commission 287

NAIFA Advisor Today

JULY 10, 2024

Panos Leledakis , a dynamic financial advisor and tech enthusiast, has revolutionized client engagement with cutting-edge digital strategies. With an impressive 25-year career spanning multiple countries, he has become a thought leader in utilizing AI and other technologies in the financial services industry.

Financial Advising 52

Financial Advising Financial Services Financial Advisor Insurance 52

Carson Wealth

JULY 12, 2022

Specialized financial planning designations are as plentiful as stars in the sky. This summary considers designations by topic frequently used by financial advisers and omits those used in the property-casualty, insurance operations and underwriting. The post What Do Financial Adviser Designations Mean?

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Abnormal Returns

JANUARY 29, 2024

(theirrelevantinvestor.com) Planning Are you doing these seven things that represent 'real financial planning'? blairbellecurve.com) Are financial advisers slowly becoming life coaches? davenadig.substack.com) Advisers The most common reasons why clients keep their financial adviser.

Financial Advising 261

Financial Advising Financial Planning Risk Management Clients 261

Abnormal Returns

OCTOBER 9, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (econbrowser.com) Earlier on Abnormal Returns Personal finance links: opting out of the game. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: the AI threat.

Recruitment 268

Recruitment Financial Advising Food Manufacturing 268

Abnormal Returns

OCTOBER 23, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (econbrowser.com) Earlier on Abnormal Returns Personal finance links: misunderstanding risk. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: shorting the apocalypse.

Pharmaceutical 274

Pharmaceutical Financial Advising Media Economy 274

Abnormal Returns

SEPTEMBER 22, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks this week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.

Financial Advising 287

Financial Advising Media Economy Economics 287

Abnormal Returns

SEPTEMBER 18, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (radleybalko.substack.com) Earlier on Abnormal Returns Personal finance links: mistake management. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: being early.

Investing 251

Investing Investments Financial Advising Media 251

Abnormal Returns

OCTOBER 15, 2024

abnormalreturns.com) Adviser links: family crises. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Monday linkfest. abnormalreturns.com) Celebrating our nineteenth blogiversary. Then check out our weekly e-mail newsletter.

Financial Advising 280

Financial Advising Retail Media Government 280

Abnormal Returns

SEPTEMBER 30, 2024

(axios.com) Earlier on Abnormal Returns Adviser links: AI-assisted financial advice. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site.

Financial Advising 263

Financial Advising Financial Advice Economy Media 263

Abnormal Returns

OCTOBER 8, 2024

abnormalreturns.com) Adviser links: building an enduring franchise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (wsj.com) Earlier on Abnormal Returns Research links: the AI threat. abnormalreturns.com) What you missed in our Monday linkfest.

Electronics 281

Electronics Financial Advising Media Marketing 281

Abnormal Returns

JANUARY 5, 2024

msn.com) Hedge funds are losing favor among financial advisers and their clients. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (priceactionlab.com) Hedge funds David Tepper's Carolina Panthers are at the bottom of the NFL. Good thing his hedge fund is performing well.

Financial Advising 269

Financial Advising Media Economy Economics 269

Abnormal Returns

AUGUST 26, 2024

(bloomberg.com) Earlier on Abnormal Returns Adviser links: after-tax returns. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 276

Financial Advising Media Taxes Economy 276

Abnormal Returns

AUGUST 23, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (noahpinion.blog) Earlier on Abnormal Returns Podcast links: fading dominance. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: constraining future historians.

Financial Advising 261

Financial Advising Media Economy Numbers 261

Abnormal Returns

OCTOBER 30, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedrisk.substack.com) Earlier on Abnormal Returns Personal finance links: the lure of small rewards. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: multi-period compounding.

Financial Advising 267

Financial Advising Valuation Media Economy 267

Abnormal Returns

OCTOBER 18, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: facilitating communication. abnormalreturns.com) Celebrating our nineteenth blogiversary. Then check out our weekly e-mail newsletter.

Assets 276

Assets Financial Advising Communication Banking 276

Abnormal Returns

OCTOBER 14, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) Celebrating our nineteenth blogiversary. abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 276

Financial Advising Economy Assets Insurance 276

Abnormal Returns

OCTOBER 13, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks this week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter. And how did libraries get politicized?

Financial Advising 276

Financial Advising Government Economics Media 276

Abnormal Returns

OCTOBER 22, 2024

abnormalreturns.com) Adviser links: time and space. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (reuters.com) Earlier on Abnormal Returns Research links: shorting the apocalypse. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising 275

Financial Advising Startup Media Portfolio 275

Abnormal Returns

SEPTEMBER 23, 2024

(axios.com) Earlier on Abnormal Returns Adviser links: making a mistake. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 284

Financial Advising Engineering Manufacturing Economy 284

Abnormal Returns

OCTOBER 27, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks this week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.

Financial Advising 291

Financial Advising Economics Media Taxes 291

Abnormal Returns

SEPTEMBER 26, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) The investment world was a different place when Josh Brown started writing. In "You Weren't Supposed to See That" he takes a look back. Then check out our weekly e-mail newsletter.

Financial Advising 276

Financial Advising Media Economy Investing 276

Abnormal Returns

SEPTEMBER 16, 2024

(newyorker.com) Earlier on Abnormal Returns Adviser links: going back to work (abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising 287

Financial Advising Media Economy Marketing 287

Abnormal Returns

AUGUST 14, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (backofmind.substack.com) Earlier on Abnormal Returns Personal finance links: passing through. abnormalreturns.com) What you missed in our Tuesday linkest. abnormalreturns.com) Research links: real world finance.

Financial Advising 284

Financial Advising Economy Media Economics 284

Abnormal Returns

OCTOBER 7, 2024

(wsj.com) Earlier on Abnormal Returns Adviser links: building an enduring franchise. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site.

Investing 276

Investing Investments Financial Advising Retail 276

Abnormal Returns

AUGUST 19, 2024

(stayathomemacro.substack.com) Earlier on Abnormal Returns Adviser links: realistic deepfakes. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site.

Financial Advising 296

Financial Advising Startup Manufacturing Media 296

Abnormal Returns

AUGUST 22, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: improved affordability. Then check out our weekly e-mail newsletter.

Financial Advising 272

Financial Advising Media Manufacturing Economy 272

Abnormal Returns

OCTOBER 2, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bonddad.blogspot.com) Earlier on Abnormal Returns Personal finance links: enjoying your money. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: strategic beta blues.

Financial Advising 276

Financial Advising Startup Manufacturing Media 276

Abnormal Returns

SEPTEMBER 20, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (econbrowser.com) Earlier on Abnormal Returns Podcast links: changing the future. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: feeling important. Then check out our weekly e-mail newsletter.

Financial Advising 273

Financial Advising Startup Manufacturing Economy 273

Abnormal Returns

OCTOBER 11, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (bloomberg.com) Earlier on Abnormal Returns Podcast links: hedge fund math. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: US cultural dominance. Then check out our weekly e-mail newsletter.

Math 276

Math Financial Advising Media Economy 276

Abnormal Returns

SEPTEMBER 19, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (sherwood.news) Earlier on Abnormal Returns Longform links: feeling important. abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: mistake management.

Startup 273

Startup Financial Advising Retail Media 273

Abnormal Returns

SEPTEMBER 24, 2024

abnormalreturns.com) Adviser links: making a mistake. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) Research links: making things riskier. abnormalreturns.com) What you missed in our Monday linkfest. Then check out our weekly e-mail newsletter.

Investing 263

Investing Investments Financial Advising Retail 263