Abnormal Returns

FEBRUARY 9, 2023

Strategy How a big, successful trade can distort your thinking for years to come. youngmoney.co) Meb Faber on why more people don't invest in managed futures funds. rcmalternatives.com) Companies Activist investors are lining up against Salesforce ($CRM). wsj.com) Just how big is Apple's ($AAPL) services business?

Financial Advising 246

Financial Advising Startup Communication Economy 246

Mish Talk

DECEMBER 19, 2022

The survey asks respondents to rate market conditions for the sale of new homes at the present time and in the next six months as well as the traffic of prospective buyers of new homes. The NAHB/Wells Fargo Housing Market Index (HMI) is based on a monthly survey of NAHB members designed to take the pulse of the single-family housing market.

Sales 226

Sales Economics Marketing Marketing 226

Don Connelly & Associates

FEBRUARY 3, 2025

For many, presentations serve as an effective medium for closing the gap between what advisors know and what clients can understand. However, many advisors struggle with transforming intricate concepts into accessible content and maintaining their clients interest throughout the presentation.

Financial Advisor 52

Financial Advisor Clients Education Communication 52

Wealth Management

JANUARY 24, 2024

Creating competition while managing expectations and risks.

Management 277

Management 277

Wealth Management

OCTOBER 11, 2023

It’s not just the technical, it’s also the technique.

279

279

Wealth Management

MAY 4, 2023

As office real estate continues to navigate headwinds, investors are realizing that certain assets and markets within the sector can offer stability in volatile times.

Assets 263

Assets Marketing Marketing Investing 263

Wealth Management

JULY 13, 2023

While the loan assumption process is not for the faint of heart, the effort and cost it takes to complete can quite possibly result in underlying financing that is far more favorable than where debt markets have gone today.

Marketing 246

Marketing Marketing 246

Nerd's Eye View

NOVEMBER 25, 2024

In the final 60-minute review, Taylor presents the Retirement Assessment, covering 3 key questions: how to maximize income, lower taxes, and optimize investments in retirement.

Financial Planning 234

Financial Planning Sales Planning Retirement 234

Nerd's Eye View

DECEMBER 25, 2024

Advisors can use negative close questions at different points after the presentation meeting. Are you interested in onboarding this quarter, or should I reach out to others who are looking to onboard?"). If, after a week or so, a decision has not been made, an empathy-based question may probe deeper into a prospect's underlying concerns.

Financial Planner 246

Financial Planner Clients Sales Business Planning 246

Wealth Management

SEPTEMBER 8, 2023

The ninth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.

344

344

Nerd's Eye View

FEBRUARY 6, 2025

Advisors must decide how to present themselves, respond to questions, explain complex issues in an engaging way, and propose and explain their long-term proposition. The introductory meeting is a high-stakes moment for both advisors and prospects, often nerve-wracking for both sides.

Communication 187

Communication Clients Financial Advisor Sales 187

The Big Picture

FEBRUARY 22, 2023

Click to download Financial Disasters Yesterday was kind of a fun day: Sure, it was a dark, damp, dreary February morn when I showed up at the Brooklyn Bridge Marriot, but it was also the first time I did a new presentation in front of a live audience since before the pandemic. Of the 35 slides, 30 were brand new.

Clients 311

Clients Economy Portfolio Marketing 311

Wealth Management

MARCH 20, 2025

Louis and Jason Diamond present key findings and insights from the annual state of the industry report on advisor movement, transition deals and more.

Financial Advisor 255

Financial Advisor 255

Wealth Management

MAY 20, 2024

Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.

Wealth Management 297

Wealth Management Portfolio Management 297

The Big Picture

MARCH 24, 2025

Let’s delve into a case in point of Coase’s theorem: If you wanted to peddle the narrative that government spending is out of control, you might present a chart like the one above, which is an exact replica of a chart that appeared recently in a piece of research from a major Wall St. investment firm.

Government 292

Government Investing Investments Economy 292

Nerd's Eye View

JANUARY 24, 2025

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

Financial Planner 246

Financial Planner Asset Allocation Clients Commission 246

Wealth Management

SEPTEMBER 9, 2022

The eighth-annual event featured 105 awards presented to 84 companies and individuals from a pool of 225 finalists.

312

312

Wealth Management

MARCH 5, 2024

Duff & Phelps' David Grumhaus discusses the past, present and future of investing in real assets.

Assets 309

Assets Investing Investments 309

NAIFA Advisor Today

NOVEMBER 12, 2024

NAIFA’s Lifetime Healthcare Center is presenting “The Peak 65 Series: Impact Day for Lifetime Healthcare,” a one-day virtual event, November 19, beginning at 11 am eastern. It features a dozen 20-minute TED Talk-like presentations covering timely topics on the financial implications of longevity and aging.

Healthcare 105

Healthcare Financial Services Insurance 105

Wealth Management

SEPTEMBER 18, 2024

The American Housing and Economic Mobility Act presents challenges and opportunities.

Estate Planning 274

Estate Planning Economics Planning 274

Wealth Management

JUNE 12, 2024

TIFIN's founder discusses the opportunities and challenges AI presents and the importance of adaptability for achieving success.

273

273

Wealth Management

MARCH 18, 2025

Jack Elder and Tracey Ullom describe how a survivorship standby trust may present an attractive alternative for married couples.

Taxes 228

Taxes 228

Wealth Management

JUNE 13, 2024

PGIM has been present in private credit for decades, but its plan for a major push is coming at a time when some of the industry titans are starting to worry if the boom is coming to an end.

Assets 281

Assets Marketing Marketing Planning 281

The Reformed Broker

DECEMBER 8, 2022

This is a presentation for wealth management and asset management professionals, you can reg. Each Christmas season I do a webinar with my friends at YCharts where we take a look back at the most important charts of the year and discuss which of these trends will remain important going forward.

Wealth Management 338

Wealth Management Assets Management 338

Wealth Management

FEBRUARY 26, 2024

With the news of King Charles' cancer diagnosis, we re-present this episode exploring how estate plans work when there are international heirs involved.

Estate Planning 299

Estate Planning Planning 299

Alpha Architect

NOVEMBER 29, 2024

These patterns can sometimes present opportunities for abnormal returns. An anomaly is a pattern in stock returns that deviates from what is expected based on established financial theories or models. However, they are often inconsistent and challenging to exploit.

Investing 118

Investing Investments 118

Nerd's Eye View

FEBRUARY 4, 2025

And be certain to listen to the end, where Cristina shares how she uses 20-minute "fit" meetings to determine whether prospective clients will be a good match for her firm's service offering and fee model (thereby minimizing the number of bad-fit clients her firm takes on), the key lessons Cristina learned from earlier hiring mistakes (particularly (..)

Financial Advisor 227

Financial Advisor Clients Financial Planning Planning 227

Wealth Management

MAY 10, 2024

At its inaugural investor forum for the RIA community, the firm presented its vision of playing a bigger role as an advisor to RIA practitioners.

Planning 263

Planning 263

Wealth Management

MAY 20, 2024

Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.

Startup 258

Startup Wealth Management Portfolio Management 258

Wealth Management

FEBRUARY 9, 2024

A tweak to perspective, process or presentation could pay dividends.

Insurance 276

Insurance Marketing Marketing 276

Calculated Risk

FEBRUARY 8, 2025

Fed Chair Powell presents the Semiannual Monetary Policy Report to the Congress on Tuesday and Wednesday. -- Monday, February 10th -- No major economic releases scheduled. -- Tuesday, February 11th -- 6:00 AM: NFIB Small Business Optimism Index for January. The key reports this week are January CPI and Retail sales.

Retail 162

Retail Sales Financial Services Food 162

Zajac Group

JANUARY 24, 2025

Now this begs the question If your late-stage private company presents a tender offer, whats the right move to make for your immediate and long-term financial well-being? Lets assume your company announces tomorrow that a tender offer is being presented to all employees with shares of company stock. Schedule an introductory call today.

Taxes 52

Taxes Portfolio Investing Investments 52

Wealth Management

JUNE 5, 2023

" into Google’s Bard and is presented with no editing. This piece was generated by entering the question, "How Is AI Helping Financial Advisors Right Now?"

Financial Advisor 278

Financial Advisor 278

Nerd's Eye View

NOVEMBER 6, 2024

While this shift from numbers-based strategies to a more holistic, values-driven framework has opened the door to deeper, more meaningful conversations, it also presents a challenge for clients who may struggle to define their values or articulate a sense of purpose.

Clients 130

Clients Planning Financial Planner Financial Planning 130

Wealth Management

NOVEMBER 23, 2022

From books on leadership and conflict management to a novel about finance, WealthManagement.com presents the best books of 2022 for financial advisors.

Financial Advisor 263

Financial Advisor Management 263

The Big Picture

JANUARY 26, 2023

I am genuinely excited about a new presentation I have been working on since the holidays: How to Avoid Financial Disasters. The presentation delves into why you make bad decisions around money, and what you can do to improve your decision-making process. Entrusting their capital to someone else who loses it for them; 3.

Accounting 297

Accounting Portfolio Investing Investments 297