Hawks, Doves and Jays: Takeaways From First Fed Rate Hike Under Jerome "Jay" Powell
Fed Outlook: Headwinds Shift to Tailwinds, But Pace of Hikes Still Gradual
Do Your Target-Date Funds Measure Up to Rising Rates?
The Fed Has the Direction of Prices Correct, but Could be Undershooting the Magnitude
Pairs Trade: Bullish Energy Sector & Bearish Financial Sector
S&P 500 Snapshot: Down 3.8% from Last Thursday
Conference Board Leading Economic Index: Another Increase in February
Kansas City Fed Survey: Growth Maintained in March
FHFA House Price Index: Up 0.8% in January
The Death of Roboadvisors has been Greatly Underestimated
Here’s my call for 2018: Most robo-advisors are going to fail. Read on to see why I don’t drink the Robo Kool-Aid that the financial industry and media are serving up.
How Your Mindset Attracts Assets
You should have no agenda. “No agenda” is difficult for many advisors to grasp. If you really have no agenda, your goal is not to convert the prospect into a client. How can that be? Let me explain.
When Clients Are Nervous – and You Are Too!
A number of our clients are watching the markets and becoming increasingly uncomfortable with the ups and downs. We have many retirees and soon-to-retire clients and 2008 is still fresh in their minds. They fear another disastrous downswing in their portfolios.
Who Shall Rule the Planning Profession? Competition versus Consolidation
How a Star NFL Player Achieved Financial Success
A Bit About Bob
Three Emerging Trends That Are Upending Our Profession
ExxonMobil? Think Again
The key to using active funds: Setting client expectations
Five Photo Shoot Tips for the Perfect Website
Gundlach Disagrees with Mnuchin and Powell
The Relationship between Economic Growth and Stock Returns
Growth Through Acquisitions: An Alternative Route
Most advisors don’t see mergers & acquisitions as important parts of their overall growth strategy, but among advisors who have been through the M&A process, 91% agree that the deals have been beneficial to their practice. Learn more about using M&A as a growth strategy for your practice in this new infographic.
Five Transition Tips for Advisors Making a Move
Five key transition tips from advisors who have made the move to a new practice, to ensure the process is seamless for both you and your clients.
Turn Business Benchmarking into Business Growth
Measuring your business performance is the first step. The next step: Dealing with the results. Learn some helpful ways to take action after you benchmark.
Five Steps for Setting Business Goals
Advisors know that building and growing their business requires setting goals. For some, though, setting goals poses considerable challenges. Follow these five steps to set the goals that will help you succeed.