Nerd's Eye View

FEBRUARY 26, 2024

Over the years, though, as the focus of the profession evolved from being almost exclusively transaction-based sales to having a focus on building long-term relationships, so too did growth shift from sales-based approaches to more long-term trust-building marketing tactics.

Marketing 245

Marketing Marketing Sales Clients 245

Nerd's Eye View

AUGUST 21, 2023

But typically, the opportunity to create and implement a marketing strategy is not one of these reasons. In fact, data from the latest Kitces Research study, How Financial Planners Actually Market Their Services, shows that many advisors find marketing to be difficult and not very effective. Read More.

Marketing 246

Marketing Marketing Financial Planner Clients 246

Nerd's Eye View

JUNE 17, 2024

Nonetheless, fewer than 10% of SEC-registered investment advisers report using them, even though the SEC’s updated investment adviser marketing rule allows financial advisors to proactively encourage testimonials (from clients), use endorsements (from non-clients), and highlight their own ratings on various third-party review sites.

Financial Advising 246

Financial Advising Compliance Advertising Marketing 246

Nerd's Eye View

APRIL 15, 2024

Growing an advisory firm is no easy task – and advisors who start firms often have few resources to spare (beyond their own knowledge and time), face huge to-do lists, and are required to wear a number of hats. Read More.

Marketing 240

Marketing Marketing Engineering Media 240

Nerd's Eye View

FEBRUARY 22, 2024

But how much do these numbers really matter for financial advisors driving the growth of their businesses? As a starting point, understanding which metrics are actually relevant to the business is crucial for advisors to discern the right path toward actively engaging an audience with their content. Read More.

Media 227

Media Numbers Clients Marketing 227

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. manufacturing sector, by the measures of employment and service prices, has been in a recession for nearly 12 months.

Valuation 246

Valuation Economics Economy Marketing 246

Mish Talk

DECEMBER 2, 2022

The number of working-age persons people not in the labor force rose by 359,000 in November and is back over 100 million. For those who follow the numbers, I retain this caution: Do not subtract the reported Birth-Death number from the reported headline number. If you are not in the labor force, you are not unemployed.

Manufacturing 327

Manufacturing Retirement Numbers Economics 327

The Big Picture

JULY 7, 2024

The Globe, amazingly, cannot even sum a column of five small numbers. We simply do not know; there are always myriad factors at play in our dynamic labor market. Newsom and his staff including Brandon, are picking numbers and months to serve Newsom’s own false narrative. His numbers aren’t fake, just wrong year.

Food 338

Food Math Numbers Media 338

Abnormal Returns

MAY 12, 2024

Top clicks this week We are in the midst of a historic bond bear market. ritholtz.com) The number of single-stock ETFs is growing. newsletter.rationalwalk.com) Earnings continue to be supportive of the bull market. awealthofcommonsense.com) Why TIPS are more attractive than nominal bonds at this point. tker.co)

Numbers 279

Numbers Investments Investing Marketing 279

Abnormal Returns

SEPTEMBER 22, 2024

collabfund.com) No matter how you spin the numbers, day trading is a losing proposition. ft.com) Are money market fund assets a bond substitute or stock substitute? morningstar.com) Paying for stuff is getting complicated. sherwood.news) Buying the dip isn't easy, or particularly profitable.

Retail 304

Retail Numbers Assets Marketing 304

The Big Picture

MARCH 13, 2024

At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. Over the past few years, it seems as if markets have been obsessed with Federal Reserve action. How significant are rate cuts or hikes to the typical market cycle?

Numbers 288

Numbers Insurance Economy Marketing 288

Abnormal Returns

MARCH 24, 2024

allstarcharts.com) It's hard to wrap your head around the numbers with Nvidia's ($NVDA) new chips. theirrelevantinvestor.com) Why has the EV market stalled out? (wsj.com) TIPS are one again outperforming. spyglass.org) AI is coming for every company you own. hbr.org) Why you can ignore all the magazine cover commentary.

Commission 307

Commission Numbers Portfolio Marketing 307

Abnormal Returns

FEBRUARY 26, 2024

(wsj.com) Japan's stock market as a technology play. 2023 numbers. axios.com) A growing number of unicorns haven't raised capital in over three years. on.ft.com) China is coming for the global EV market. dariusforoux.com) There's nothing magic about holding cash. Then check out our weekly e-mail newsletter.

Financial Advising 264

Financial Advising Startup Numbers Media 264

The Big Picture

JUNE 2, 2023

million people in the US labor market. Essentially, monthly Non-Farm Payrolls is the net difference between these two groups: The actual number is far smaller and less significant than gets played most publicly. The monthly number ( May 2023 = 339,000) is a tenth or so of the ~1.5% Each month, about 1.5% of the 159m total.

Numbers 312

Numbers Valuation Retirement Economics 312

Abnormal Returns

MAY 8, 2024

Markets Earnings continue to be supportive of the bull market. wsj.com) ETFs The number of single-stock ETFs is growing. carsongroup.com) Measures of corporate sentiment are ticking higher. wsj.com) Good performance need not equal AUM. etf.com) Sports business Sports betting companies are looking for new ways to get your money.

Financial Advising 279

Financial Advising Media Economy Banking 279

Abnormal Returns

OCTOBER 4, 2023

Markets The stock market is coming to terms with higher interest rates (for longer). awealthofcommonsense.com) Japan's stock market has some catalysts working in its favor. ft.com) ETFs State Street Global ($STT) is expanding the number of ETFs that engage in securities lending.

Financial Advising 265

Financial Advising Media Numbers Planning 265

Abnormal Returns

DECEMBER 3, 2023

abnormalreturns.com) Top clicks this week Why market timing is so difficult. wsj.com) Stock picking is difficult because it requires a number of different skills. morningstar.com) It can take awhile for investors to come around to a bull market. Also on the site On the end of the influential The Reformed Broker blog.

Numbers 305

Numbers Investments Investing Marketing 305

The Big Picture

SEPTEMBER 27, 2024

This week, we speak with Kyla Scanlon , creator, host of YouTube’s,“Let’s Appreciate” podcast , writer of daily short-form videos about economy + markets. How Money & Markets Really Work ” just came out this Summer. The firm is a market- and factor-neutral, long/short hedge fund focused on health-care companies.

Healthcare 294

Healthcare Economy Numbers Assets 294

Abnormal Returns

JUNE 18, 2024

Markets Market breadth is not great. economist.com) An increasing number of houses in Japan have been abandoned. sherwood.news) The Magnificent Seven also stand out for their stock buybacks. visualcapitalist.com) Alternatives The Bogle Effect has not come for alternative asset classes.

Financial Advising 299

Financial Advising Media Assets Economy 299

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Financial Planner 246

Financial Planner Certification CFP Financial Advice 246

The Big Picture

MAY 6, 2024

Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. Those two young men in Chicago in 1974 had made one of the most spectacular market calls in history.” To say nothing of a contrarian but accurate extrapolation of future market returns). A lot of it has not aged well.

Numbers 290

Numbers Investing Investments Marketing 290

Abnormal Returns

AUGUST 6, 2024

(investmentecosystem.com) Research Want to forecast stock market bubbles? blogs.cfainstitute.org) How the number of firms in an industry affects idiosyncratic volatility. Look at accounting accruals. wealthmanagement.com) How factor investors can hone in on after-tax returns.

Retail 279

Retail Taxes Accounting Economics 279

Abnormal Returns

APRIL 23, 2023

(awealthofcommonsense.com) International stocks are leading markets higher. tonyisola.com) Ten years of live numbers on a tax-loss harvesting program. tonyisola.com) Ten years of live numbers on a tax-loss harvesting program. marketwatch.com) Would you rather outperform during bull markets or bear markets?

Taxes 278

Taxes Numbers Assets Investments 278

Nerd's Eye View

FEBRUARY 9, 2024

Also in industry news this week: A recent study finds that having a defined marketing strategy is a linchpin of marketing success, as advisors with a defined strategy were more likely to have seen an increase in inbound leads during the past 12 months and have more confidence in meeting their practice goals during the coming year than those without (..)

Financial Planner 246

Financial Planner Fee Only CFP Commission 246

Abnormal Returns

AUGUST 19, 2024

advisorperspectives.com) Advisers Creative Planning wants to meaningfully boost its number of wealth planning professionals. kitces.com) How you should structure your marketing efforts over the year. (crr.bc.edu) Social Security has issues, but it's not going anywhere. xyplanningnetwork.com)

Financial Planning 278

Financial Planning Insurance Planning Numbers 278

Abnormal Returns

OCTOBER 8, 2023

Top clicks this week The stock market is coming to terms with higher interest rates (for longer). insights.finominal.com) Skip Michael Lewis' new book and instead read Zeke Faux's "Number Go Up." awealthofcommonsense.com) Why simplicity in investing can help reduce errors. awealthofcommonsense.com) How factors have performed YTD.

Numbers 291

Numbers Assets Investments Investing 291

Abnormal Returns

FEBRUARY 21, 2024

Podcasts Barry Ritholtz talks with Jeffrey Hirsch about how the stock market performs during war. morningstar.com) People work in retirement for any number of reasons. wsj.com) An increasing number of retirees feel 'trapped' in their Medicare Advantage plans. Rowe Price about non-financial considerations in retirement.

Retirement 275

Retirement Retirement Planning Portfolio Management Financial Advisor 275

The Big Picture

SEPTEMBER 21, 2022

Consider : Questioning investors as to their risk tolerance does not typically result in an accurate description of their true tolerance for drawdowns and lower returns; instead, we get a number highly dependent upon the performance of equity markets over the prior three to six months.

Risk Tolerance 334

Risk Tolerance Budgeting Numbers Banking 334

Abnormal Returns

NOVEMBER 7, 2023

Retail Does social media use increase stock market participation? papers.ssrn.com) Anomalies don't tell us much about aggregate market returns. papers.ssrn.com) How equity market neutral investing works. caia.org) How the number of funds a manger handles affects performance. papers.ssrn.com)

Retail 264

Retail Media Numbers Portfolio 264

Abnormal Returns

APRIL 2, 2024

Markets The VIX and credit spreads are both near multi-year lows. axios.com) Tesla's ($TSLA) inventory numbers are on the rise. nytimes.com) The February JOLTS report shows a stable jobs market. entrylevel.topdowncharts.com) Everybody loves gold. barrons.com) Companies GE's ($GE) split into three companies is now complete.

Financial Advising 278

Financial Advising Media Economy Numbers 278

Abnormal Returns

SEPTEMBER 8, 2023

awealthofcommonsense.com) Retailing Why retail workers are quitting in record numbers. businessinsider.com) Housing The Fed failed to kill the housing market. wsj.com) A record number of apartments are under construction. (morningstar.com) What investors get wrong about the 'Yale Model.'

Financial Advising 279

Financial Advising Retail Numbers Media 279

Abnormal Returns

MAY 17, 2024

Markets Utility stocks are having a moment. allstarcharts.com) Strategy Big round numbers don't matter unless you hold on. barrons.com) Bonds seem to have bottomed. theirrelevantinvestor.com) There are two approaches to investing. mrzepczynski.blogspot.com) It's easy to forget the pain of volatility.

Financial Advising 265

Financial Advising Media Economy Numbers 265

Abnormal Returns

JULY 28, 2024

Markets A lot of stock market indices are sitting at all-time highs. nytimes.com) The number of Americans earning the minimum wage keeps shrinking. allstarcharts.com) It's not just the U.S. that is seeing fewer publicly traded companies. wsj.com) Revolut now has a UK banking license. wsj.com) In praise of the public pool.

License 290

License Financial Advising Economy Economics 290

Abnormal Returns

AUGUST 23, 2024

Markets Nvidia ($NVDA) is larger than all countries, except four. disciplinefunds.com) Jobs numbers get revised all the time. allstarcharts.com) It's now or never to lock in CD rates. sherwood.news) Global The Tokyo Stock Exchange is not messing around. morningstar.com) How New Zealand (successfully) manages its sovereign wealth fund.

Financial Advising 264

Financial Advising Media Economy Numbers 264

The Big Picture

JUNE 6, 2024

At the end of March 2020, I suggested that the hand-wringing surrounding the pandemic’s impact on equities was excessive; I reminded readers that externalities tend to make markets briefly wobble, then resume their prior trends. Again, any market historian would tell you the data supports this position.

Economics 64

Economics Sales Numbers Marketing 64

The Big Picture

JUNE 28, 2023

trillion in assets, accounting for close to 80% of available market capitalization on U.S. The tech sector makes up over 26% , with Apple, Microsoft, and Nvidia as the top S&P 500 companies by market capitalization. All of the companies in the S&P 500 are worth $7.1 stock exchanges.

Accounting 264

Accounting Numbers Assets Marketing 264