La Plus ca Change: Digesting Investing 2024
The more things change, the more they stay the same. It’s tempting to say that the key themes of 2024 for the investment profession were the same as for years past. You might even ask yourself, is it worth it to do a year in review? We think so.
With a Twist: Alternative Investment Trends and a Forgotten Friend
Trendspotting in alternative investing include generational preferences as well as a close look at the traditional alternative asset classes. And oh, don’t overlook bonds.
Small Ship Warning: The 411 on Charting PR in a Storm Not of Your Making
Bernie Madoff may have faded from memory but that doesn't mean prospective clients aren't worried about what they hear on the news. Advisors may want to consider how to respond to these hits to the industry's reputation when planning marketing strategies.
Volatility, Behavioral Finance, and Your Clients
Some analysts are making predictions for how the Trump Administration may impact retirement planning based on changes in personnel, others are focused on the changed regulatory structure. But one thing is for certain: the market may be volatile once again.
SEC Leadership Change and Trendspotting
The SEC may be making news lately for its crackdown on cryptocurrency, but the real story may be how its agenda has been changing concerning enforcement actions. Here are a few things financial advisors should consider.
Financial Plans for the Entire Family
Income variability, market volatility, and continuing international conflict have led clients to increasingly think of including several generations in one financial plan. Here’s what to know about creating family financial plans.
In a Marketing Pinch? Add a Dash of Menu Planning
Market costs have been putting many small financial firm owners in a bind. They may find themselves between the rock of needing to increase warm leads and the hard place of reducing costs. There is an answer, and it may be to borrow a popular trick from household management: meal prepping.
FINRA Data: The Latest Snapshot Shows Trends in Consolidation and Geographic Changes
This summer FINRA released its industry snapshot for 2024. This report provides a solid overview of changes in the industry over the last year. Financial advisors may want to keep an eye on any trends such as an industry consolidation towards firms with more experience and growth of registered agents in the South and Southeast.
Why You Need a Content Plan
Content plans (aka content calendars) will help your client communications stay organized, consistent, and on-brand. Here’s what they are and why you need one.
