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Adviser links: client confidence

Abnormal Returns

standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com) fa-mag.com) How to advise clients in the government Thrift Savings Plan.

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Risk Management in Financial Services During 2023 – 10 Key Highlights

Risk Management Guru

As the year 2023 draws to a close, it’s time to reflect on the significant strides made in the realm of Risk Management within the financial services industry. Greater use of data and analytics : Financial services firms are using data and analytics to identify and manage risks more effectively.

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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Market Commentary: Is “Sell in May” Still Relevant?

Carson Wealth

While the GDP number for the first quarter disappointed, strength was evident beneath the surface. The weakest numbers were in areas that are volatile and tend to reverse, such as inventories and net exports. The core numbers were solid again and didn’t change our basic outlook for the rest of the year. in the first quarter.

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Market Commentary: Good Riddance February, Hello March

Carson Wealth

Household consumption: 68% of GDP Nonresidential (business) investment: 14% Residential investment (housing): 4% Net exports (exports minus imports): -3% Federal government spending: 6% State/local government spending: 11% Net exports are negative because the US imports more than it exports (a lot more). pp Housing: +0.06

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Market Commentary: Risks Increase, But Don’t Overreact to the Turbulence

Carson Wealth

Thursday’s set of economic data saw initial jobless claims rise to their highest level in a year, alongside a weak manufacturing ISM number. Missed in this news flow was a stronger-than-expected productivity number reported Thursday, something we’ve been expecting all year. Stocks fell and bonds rallied as yields fell.

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Financial Planning Tips For Advisors with Special Needs Clients

BlueMind

Category: Client Relations Financial planning is difficult for anyone, and even more so for someone who is a special needs person or has such a family member. Throughout your career as a financial advisor, many opportunities may arise for you to take on special needs clients.