Abnormal Returns

FEBRUARY 13, 2023

standarddeviationspod.com) Peter Lazaroff talks with Dasarte Yarnway about the importance of diversity in financial services and how to increase it. mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com)

Clients 245

Clients Retirement Financial Services Taxes 245

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

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startup 246

Startup Clients Financial Advisor Financial Planning 246

Carson Wealth

AUGUST 5, 2024

Higher rates are clearly impacting the housing market and we aren’t seeing as much small business investment as we’d like. The good news is all hope isn’t lost, as they can cut in September and hopefully right the ship, and before then even signaling their intentions more clearly could help stabilize the market. Source: St.

Marketing 141

Marketing Marketing Economy Numbers 141

Nerd's Eye View

MAY 6, 2024

Especially given that NewRetirement has already managed to get some sizable 401(k) providers and recordkeepers to offer the software on a paid basis to their own plan participants … which means NewRetirement is effectively getting paid to market its own advice services (a marketing funnel that pays for itself!?).

Financial Advisor 233

Financial Advisor Retirement Planning CFP Clients 233

Nerd's Eye View

MARCH 4, 2024

This month's edition kicks off with the news that advisor lead generation platform Datalign Advisory reached nearly $15B in referred client assets (and almost $3B in actually-converted assets) in just its 2nd year of business, as advisor demand for paid leads continues to rise (especially with Datalign's flat-fee one-advisor-per-lead model)… (..)

Startup 246

Startup Wealth Management Clients Portfolio 246

Carson Wealth

JUNE 10, 2024

One-year forward expectations for S&P 500 earnings continue to rise and as long as that can continue to happen, as we expect it will, it’s good news for markets. We didn’t even see significant revisions to March and April payroll numbers, and the 3-month average now sits at 249,000. What else could spark a stock rally?

Marketing 143

Marketing Marketing Economy Numbers 143

Carson Wealth

OCTOBER 23, 2023

Retail and food service sales have increased at an 8.6% Economic indicators across consumption, income, industry and the labor market don’t point to a recession. October is known for extreme volatility, but it is also known for ending bear markets and corrections. annualized pace over the last three months. 19 on average.

Marketing 143

Marketing Marketing Economy Retail 143

Nerd's Eye View

JUNE 7, 2024

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 (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Carson Wealth

DECEMBER 11, 2023

Yes, the number of jobs per month is slowing, but we expect continued growth throughout next year, which should support the consumer and suggests better-than-expected economic growth. Due to volatility within the markets mentioned, opinions are subject to change without notice. million this year.

Marketing 143

Marketing Marketing Economy Compliance 143

Carson Wealth

OCTOBER 9, 2023

But there’s an old saying that the market tends to rally on a wall of worry. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong. The bull market turns one this week, which is a good sign as the second year of bull markets tend to be strong.

Marketing 134

Marketing Marketing Economy Government 134

Carson Wealth

OCTOBER 14, 2024

The good news is this bull market is alive and well, and as we will discuss below, it might be two years old, but there still could be a good deal more time left. Last Saturday marks the official two-year birthday of the bull market that started on October 12, 2022. This bull market is actually quite young.

Marketing 96

Marketing Marketing Numbers Food 96

Trade Brains

JANUARY 6, 2023

Top 10 Companies in India by Market Capitalization: According to the 2021 data published by the International Monetary Fund (IMF), India is the sixth-largest economy in the world in terms of nominal Gross Domestic Product (GDP), which is valued to be worth US$ 3.04 What is Market Capitalization? in the upcoming year. crore shares.

Marketing 98

Marketing Marketing Banking Consulting 98

Trade Brains

AUGUST 20, 2022

A Complete Guide on what is Nifty and Sensex: Have you ever heard of the name Dalal street or the D-Street on any market news channel or financial magazine? Well, Dalal Street in Mumbai, India is the address of the Bombay Stock Exchange, the biggest stock exchange in India, and several related financial firms and institutions.

Marketing 98

Marketing Marketing Financial Services Healthcare 98

Carson Wealth

MAY 6, 2024

This Bull Market Is Still Young As we’ve been saying for close to 18 months, we think we are in a new bull market and the economy will avoid a recession over the coming year. Stocks gained for the second week in a row, as strong earnings, a dovish Fed, and a “Goldilocks” job number sparked buying. 5.50% range).

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

APRIL 29, 2024

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. of the time.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

JULY 29, 2024

While we do expect continued outperformance by small caps, recent small cap strength also suggests the bull market in the S&P 500 will continue. Why We Think This Bull Market Still Has Plenty of Life Left The Russell 2000 (R2k) is comprised of small cap names and it soared after the much better than expected inflation data two weeks ago.

Marketing 97

Marketing Marketing Economy Transportation 97

Carson Wealth

APRIL 8, 2024

economy continues to look solid, with markets rallying Friday after a stronger-than-expected jobs report. Market fundamentals show earnings growth has been the main driver of stock growth amid strong revenue growth and stable margins. gain, but not a bad number by any means. economy, and the job market is leading the way.

Marketing 96

Marketing Marketing Valuation Economy 96

Indigo Marketing Agency

APRIL 3, 2024

SEO for financial services won’t exist for another few decades. Reagen just won his second term and “Karma Chameleon” is number 1 on the charts. You’re an established financial advisor with enough money in your pocket to buy one advertisement of your choice. Imagine your life as it is now—except the year is 1984.

Financial Services 52

Financial Services Financial Advisor Advertising Engineering 52

Carson Wealth

AUGUST 12, 2024

The late week rebound was supported by better economic data, including some good jobs-related numbers. We came into Monday morning with global markets crashing, led by Japan’s Nikkei, down more than 12% for the worst single day since the crash of 1987. What a Week What a week! But if you were here last week, it was anything but calm.

Marketing 95

Marketing Marketing Numbers Economy 95

Carson Wealth

MARCH 4, 2024

The numbers suggest the slight near-term lift in inflation is a bump, not a new surge higher. The amazing bull market continued, and the S&P 500 closed higher in both January and February. A significant reason to be skeptical of another inflation surge is what we’re seeing in the labor market. s consumer-driven economy.

Marketing 90

Marketing Marketing Economy Compliance 90

Carson Wealth

JANUARY 8, 2024

The extreme strength since late October is consistent with major bull markets, and we expect this overall upward trend to continue in 2024. One knock on the bull market last year was that only large-cap tech stocks were rising. In fact, the average annual number of jobs gained from 2010-2019 was 2.2 million, or 2.6

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

MAY 13, 2024

Back-to-back double-digit quarters are rare, but they tend to happen in bull markets. Strong starts to the year are bullish signals, and this bull market is young. We’ve been overweight equities since December 2022 and remain there today, as we expect to see stocks move to new highs this summer and the bull market to continue.

Marketing 97

Marketing Marketing Economy Economics 97

Carson Wealth

NOVEMBER 4, 2024

We will say this about the election — we could see some market volatility this week, although the extra days it took to determine the winner in 2020 actually saw market strength. Bottom line, investors have been quite spoiled with a historic year for markets and it is important to remember that stocks indeed can go down.

Marketing 96

Marketing Marketing Economy Numbers 96

Carson Wealth

FEBRUARY 26, 2024

Late February into mid-March historically can be troublesome, increasing the likelihood of the stock market taking a break after its record run. Overall, the bull market is alive and well and we continue to expect further gains for the S&P 500 in 2024. We see that all over NVIDIA’s earnings numbers. annualized rate.

Marketing 96

Marketing Marketing Valuation Economy 96

eMoney Advisor

MAY 16, 2023

To market your financial planning services to the right people, you need to reach them where they are–and where they are is social media. Learn more about what the different generations want from your marketing to ensure that you can create the most impactful social media content.

Media 108

Media Marketing Marketing Numbers 108

Truemind Capital

APRIL 19, 2024

Equity Market Insights: A few themes are dominating the equity markets worldwide and in India. Falling interest rates make money cheaper and thus fuel equity market returns. However, unsatisfactory progress to the falling inflation trajectory in the latest numbers has dampened the hope of cutting the rates anytime soon.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Nationwide Financial

FEBRUARY 14, 2023

To advance actionable solutions and contribute to lasting change, Nationwide partnered in September 2020 with leading financial services organizations, associations and historically Black colleges and universities (HBCUs ) to form The Financial Alliance for Racial Equity℠, or FARE.

Financial Services 98

Financial Services CFP Certified Financial Planner Certification 98

Trade Brains

AUGUST 17, 2024

A Complete List of SEBI Registered Stockbrokers in India 2024: The Indian stock market has seen impressive growth following digitalization and the post-COVID period. Nithin Kamath, Co-Founder of Zerodha, reports that the number of unique investors has risen from 30 million in 2020 to over 100 million by 2024. Keep Reading to find out.

Clients 98

Clients Financial Services Banking Wealth Management 98

Carson Wealth

MARCH 25, 2024

Take note, many of these bubble callers are the same bears that fought this bull market all the way up. Now they are taking a different angle on their incorrect calls and blaming a bubble for the stock market’s strength. It can’t be that they were wrong on fundamentals; it has to be that markets are acting irrationally.

Marketing 97

Marketing Marketing Economy Manufacturing 97

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

Carson Wealth

JULY 8, 2024

The labor market remains healthy but risks are rising and the Fed should be getting closer to cutting rates, with the first cut likely coming in September. These numbers can and will be revised, and so it helps to look at the 3-month average. If the labor market were weak, the quit rate would be much lower. for 7 months now.

Marketing 97

Marketing Marketing Economy Numbers 97

Carson Wealth

SEPTEMBER 18, 2023

Slowing core inflation, along with an easing labor market, likely means the Fed will pause rate hikes at its September meeting. This is encouraging, as the market needs to shake them out. This is another clue the overall market will likely go higher — it’s a positive sign when the aggressive areas of the market lead the defensive ones.

Marketing 96

Marketing Marketing Economy Retail 96

Carson Wealth

DECEMBER 26, 2023

This wasn’t a very popular call at the time, as nearly everyone else on Wall Street was expecting a recession and the continuation of the bear market from 2022. We wrote Why We Think The Bull Market Should Continue In 2024 six weeks ago, and all stocks have done since then is go up every single week. During the week of Dec.

Marketing 89

Marketing Marketing Investing Investments 89

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. That wasn’t normal market behavior, and we are happy to report the market is reverting to more typical trends. The bull market continued last week, setting new highs. And that is what is happening now.

Marketing 97

Marketing Marketing Economy Government 97

The Big Picture

SEPTEMBER 5, 2024

He is an extraordinary historian of Wall Street and the financial services industry : There are few people that have a better understanding of this industry than Josh. But it’s the data that drives how changing business strategies impact our understanding of market behavior. It’s uncanny.

Wealth Management 228

Wealth Management Assets Fee Only Media 228

Carson Wealth

APRIL 1, 2024

Looking at the numbers, more good news could be in store for the bulls. The first three months of the year have been positive, marking a five-month streak of stock market wins. The market was only lower in 1987. During that year, the market rose a record 20.5% But the odds favor more green numbers.

Marketing 97

Marketing Marketing Economy Economics 97