You shouldn’t be using email at all in your sales process.
I’m fortunate to have many people in my life who are acutely self-aware. They are thoughtful, kind, sensitive and nurturing. Yet, I routinely encounter someone who is clueless.
Having worked with many wealth management firms on transformation initiatives and implementing technology solutions, my experience has been that their evaluation criteria focus too much on the cost of the initiative.
Most advisors and practices get defensive during bear markets and recessions and look inward to protect what they have. They wait for the external climate to change to return to offense and growth.
We are trying to grow our marketing team.
On August 16 and 17, the team at Advisor Perspectives will be joined by thousands of financial advisors for our two-day Thought Leader Summit. This is our third year hosting this free virtual event, and we’re proud to say it will be better than ever.
Rockefeller Capital Management, the wealth and investment advisory firm that emerged from the Rockefellers’ family office, plans to add as many as 115 wealth-adviser teams in coming years as it expands throughout the US.
The recent Democratic bill on climate and taxes increases the funding for the Internal Revenue Service by an additional $80 billion over 10 years, with the purpose of collecting more revenue by enforcing existing tax laws.
Graphite is a key part of today’s electric vehicle batteries. It’s also tricky for Americans eyeing a tax break for buying climate-friendly cars.
Goldman Sachs Group Inc.’s consumer bank Marcus is offering the highest interest rate for its high-yield savings account since the pandemic began.
Almost three decades after coining the term “exchange-traded fund,” Morgan Stanley is finally set to enter the $6.9 trillion ETF arena with its own products.
American Airlines Group Inc. just agreed to purchase 20 supersonic jets from Boom Supersonic that are designed to carry as many as 80 passengers.
The S&P 500 could be close to 3,500 by year-end if the Fed follows through with its QT plans.
The views you often read on advisor compensation models and their future are misguided.
Are high-deductible or low-deductible Medicare supplemental plans better?
Americans have been warned for years of an impending retirement crisis. Yet the situation is getting worse.
The benchmark S&P 500 Index’s recent rebound has brought it more than halfway back from its 2022 low point in mid-June, which is an encouraging sign for many investors.
Since the income cutoffs for different tax rates weren’t periodically adjusted for inflation, millions of Americans paid higher rates while their real incomes stayed the same.
Stanley Druckenmiller’s family office took a different approach than the investment firm of his former mentor, George Soros, as US stocks entered a bear market and reached their lows of 2022.
The Inflation Reduction Act, Democrats’ tax, climate and health-care bill that Congress passed last week and is now awaiting President Joe Biden’s signature, calls for a 15% minimum tax on big corporations.
The relentless rally in Tesla Inc. took a breather Tuesday as investors shunned riskier growth stocks amid concerns over a global economic slowdown.
“What is true about money?” A flippant answer to this question might be something like, “I ought to have more of it.”
In the current unstable economic environment, producing safe, reliable income over the course of an unknown retirement is a daunting goal for any financial professional. As a result, many Americans sub-optimize their retirement experience.
In the last two decades as an investment advisor, I’ve often been wrong – about markets, products and their providers, investors, the government, and the advisory business. Here are my top 10 items I’ve got wrong.
I often hear that indexing has become so popular that it is destroying “price discovery” – making it impossible for investors to know that they are paying a fair price for a security. Some say that makes indexing worse than Marxism. New research shows that this concern is unjustified.
After German troops were defeated in a pivotal battle at El Alamein in 1942, he commented that it was “not the end, not even the beginning of the end but, possibly, the end of the beginning.”
The Consumer Price Index for All Urban Consumers (CPI-U) was unchanged in July on a seasonally adjusted basis after rising 1.3 percent in June, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 8.5 percent before seasonal adjustment.
Home price appreciation is slowing fast across the country under the weight of higher mortgage rates, with typical property values even falling month-over-month in about a fifth of major metro areas in July.
Recent revisions to oil demand forecasts aren’t as bullish as they might appear. Don’t get too excited about prices going up just yet.
Over the last 18 months or so, the quick and easy interpretation of inflation data has turned out to be incorrect. Will it be different going forward?
Investors think a good way to beat inflation is to lean on one of the oldest strategies -- a 60-40 mix of stocks and bonds.
Demography isn’t destiny. If population size was history’s major determinant, China might have conquered Europe in the 15th century, and Britain certainly would not have conquered India in the 18th.
A few billion dollars cannot move a multi-trillion inflation needle. Two types of inflation are in play: one is transitory, but the other is not. The Fed cannot control inflation, but we want to believe it can.
Economists boosted their inflation estimates for each quarter in 2023, a potentially worrying sign for Federal Reserve policy makers trying to keep price expectations anchored.
A surprise surge in deals is turning August into a memorable month for mergers and acquisitions, helped by rising stock prices and steadier US markets.
Thomas Barkin said the central bank needs to keep raising interest rates until it’s clear inflation is running at its 2% target even if the economy weakens to avoid a policy mistake similar to the 1970s.
Equity skeptics obsessed with everything from inflation to pie-in-the-sky earnings estimates have managed to miss a $5 trillion rally being amplified by trends in investor positioning.
What do you need to know about selecting the best stock photos to support your marketing strategy?
If you wanted evidence that the worst of inflation might be over, the last two days have offered quite a litany.
It was a budding rivalry that didn’t last long before scandal brought one of them down. Two years ago, Nikola founder Trevor Milton was very clearly on Tesla CEO Elon Musk’s radar.
The $370 billion package survived a political process that doomed many previous efforts because clean energy has finally become cheap enough to start moving the country away from fossil fuels.
Peloton Interactive Inc. will embark on a sweeping overhaul that includes cutting nearly 800 jobs, raising prices for its Bike+ and Tread machines, and outsourcing functions such as equipment deliveries and customer service to outside companies.
We often think of successful people as individuals, but everyone from Ben Franklin to Steve Jobs has spoken about the value of surrounding yourself with a smart team. A talented, supportive team is especially important in the medical field because it improves patient outcomes.
Just like old times. That’s what it must seem like with the S&P 500 Index up about 15% since mid-June and poised for its fourth consecutive weekly gain, its longest winning streak of the year.
The Inflation Reduction Act, passed by the Senate and now headed to the House, is a notable achievement.
Apple Inc. has asked suppliers to build at least as many of its next-generation iPhones this year as in 2021, counting on an affluent clientele and dwindling competition to weather a global electronics downturn.
Bank of America Corp. says investors are rushing back into stocks and bonds, with signs that inflation has peaked spurring bets the Federal Reserve will dial back its interest-rate hikes soon enough to keep the US economy out of a recession.
Investors — from small-time flippers to Wall Street-backed landlords — helped propel US home prices to record levels during the pandemic boom. But now, they’re pulling back as recession risks mount, in a move that could accelerate the market’s slowdown.
US consumer sentiment rose in early August to a three-month high on firmer expectations about the economy and personal finances.
Apple Inc. is close to erasing its losses for the year as softer-than-expected inflation data fueled a risk-on rally in the stock market Wednesday.
