Here are the top 10 questions (and answers) about advisor marketing for 2024.

I just completed a coaching call with an advisor I have worked with for many years. In his honor, I will profile a bit of the journey we’ve had together to illustrate how every advisor (yes, every single one) can learn how to sell effectively and do so in a comfortable manner.

Using a scheduling tool eliminates back-and-forth communication, streamlines operations, and can unlock a range of valuable benefits you might not have considered.

Are you creating videos, yet? Many financial advisors are.

As we mark the tenth anniversary of the Statement on Standards in Personal Financial Planning Services, it's clear that this milestone was more than a mere regulatory update — it was a foundational moment for the financial planning profession.

In the competitive financial advisory landscape and ongoing quest for new clients, advisors often miss an obvious opportunity – the children and grandchildren lying within their existing clientele.

While these tax-advantaged accounts are effective tools for meeting future education needs, a 2023 analysis found that overfunding a 529 plan can result in a large tax bill if money remains in the account after the beneficiary has graduated.

As the US economy hums along month after month, minting hundreds of thousands of new jobs and confounding experts who had warned of an imminent downturn, some on Wall Street are starting to entertain a fringe economic theory.

New home construction in the US slowed last month as a leveling off in interest rates has given way to a lull in housing demand and caution among builders.

Policymakers around the world are struggling to confront a surging greenback and lofty US interest rates, according to Mohamed El-Erian.

To keep your clients, do more than just your job – you need to keep them engaged. There’s a place for old-school engagement techniques like birthday cards and regular client meetings, but we can do better.

Advisors often get overexcited and overwhelm clients when discussing Roth conversions. Here’s how to dial back and effectively communicate this tax-saving strategy.

As he announced his latest round of student loan forgiveness last week — the previous one was just last month — President Joe Biden was greeted with an unpleasant reminder of why his policy is not only ill-considered but also ill-timed.

Would you consider an evolution with your advisory practice? Whether as part of an initial transition to the RIA model or an improvement to your existing practice.

Fixed-income markets are back in a tizzy over inflation, thanks to the combination of rising risks for energy prices and strong retail sales data — both of which come on the heels of a higher-than-expected consumer price index last week.

Dispensing advice presale allows prospects to “try” you with no strings attached — and with no compensation for your time, turning advice itself into a commodity.

Most US Treasury yields climbed to new year-to-date highs, with the 2-year note’s approaching 5%, after hot retail sales data further eroded investor confidence that the Federal Reserve will start cutting interest rate cuts this year.

A group of US regional banks is ratcheting up lending to oil, gas and coal clients, grabbing market share as bigger European rivals back away.

Advisor Perspectives, a leading publisher also ranked as the No. 1 eNewsletter for financial advisors by the Erdos & Morgan “FAMOUS” Study (2019-2023), has announced its Venerated Voices™ awards for commentaries published in Q1 2024.

China’s overall manufacturing overcapacity has peaked as global demand picks up in consumer sectors, the Economist Intelligence Unit said, predicting trade tensions will persist due to Chinese companies’ rising competitiveness.

Don’t bank on an upbeat corporate earnings season to drive equities higher as much of the optimism is already priced in following the record-breaking rally this year, according to JPMorgan Chase & Co. strategists.

Graham Ambrose has never felt stronger. He can barbell back squat 145kg (320 lbs) for four sets of six repetitions and bench-press more than 100kg for a single rep. His friends and colleagues notice that his clothes fit tighter and he’s fond of posting mirror selfies on Instagram.

With the interest-rate peak being the highest in 15 years, now is the opportunity to lock in near-peak lifetime income payments while avoiding future stock market losses.

With an understanding of reversion to the mean, it is possible to contextualize market volatility for investors in a way that helps them view it more constructively.

The First Eagle Credit Opportunities Fund (FECRX) just reached its three-year anniversary. The fund offers advisors and their clients access to private credit and syndicated loans through an interval fund structure.

Rob Copeland’s marvelously readable and well-researched book, The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend, details a detachment from reality borne on the absolute power deployed by Dalio at Bridgewater.

Everyone says that mergers and acquisitions mostly fail. Now Bain & Co. brings a challenge to the received wisdom.

Cathie Wood’s Ark Investment Management has announced that it holds a stake in Silicon Valley artificial intelligence darling OpenAI, a bet that the nascent AI industry will remake the tech landscape.

Back when the electric vehicles revolution appeared unshakable and Tesla Inc. was valued at more than $1 trillion, few of us gave much thought to hybrids. But amid consumer wariness about EVs’ driving range and insufficient public recharging infrastructure, vehicles that combine a combustion engine and electric motor are back in fashion, at least for now.

he current state of the market for renters is akin to being in the eye of a multi-year hurricane. Rents surged in 2021 and 2022, driving a wave of apartment construction that helped to stabilize or even lower prices this year.

The stock market has punished Apple Inc. this year for failing to offer a vision of where its future growth will come from. The shares caught a bid Thursday after the tech giant took a step toward providing an answer.

Investors wagering on an extension of last year’s global bond gains have been served a harsh reality check.

As pharma giants spend billions on acquisitions of startups developing new ways to harness radiation in the fight against cancer, the chief executive officer of Perspective Therapeutics Inc. found himself getting top billing at two different industry gatherings this week.

The US is somehow home to the most valuable electric vehicle producer in the world and, simultaneously, an also-ran in the race for EVs. How did that happen?

Choosing a school that enables you to graduate with the least amount of debt, or, even better, with no debt at all, is a message more students need to hear.

I have been arguing for almost a year now, here and elsewhere, that US consumer price inflation would become sticky after a period of favorable disinflation going into the end of 2023. Wednesday’s hotter-than-expected data release, the third in a row, is evidence that this scenario is indeed unfolding.

The biggest US bank stocks have soared over the past six months, outpacing the S&P 500’s gains. But whether they can maintain that momentum is the big question entering earnings season.

If the rising price of homeowners insurance were factored into the US Consumer Price Index — a key metric of inflation — it could have added 80 basis points, or about 0.8%, to last year’s CPI increase of 3.4%, according to an analysis from Bloomberg Intelligence.

A third consecutive month of higher-than-expected inflation data dealt a double-barreled blow to Joe Biden’s political prospects ahead of November’s election, exacerbating concerns voters could punish him over high prices and delaying hopes for Federal Reserve rate cuts the president has predicted.

Signs that inflation has yet to release its grip on markets have simmered for weeks. Now they’re boiling over after Wednesday’s hotter-than-forecast consumer price index sent stocks and bonds reeling.

Given that many people consider gold prices to be a macro barometer, reflecting trends in the economy, inflation, currency, and geopolitics, let’s identify the driving force behind the recent surge in the price of gold.

Meta Platforms Inc.’s record-breaking, artificial intelligence-fueled rally has added $1 trillion in market value since its darkest days of 2022, and yet by some perspectives it’s still trading at a discount.

Some big technological innovations promise to make people more productive, but a four-day work week will not be the norm anytime soon. And legislation imposing it over the next four years would harm the economy.

Negotiation is an essential part of buying or selling a home. But for nearly a century, there’s been one part of the process where haggling doesn’t fly: the 5% to 6% standard commission charged by US realtors.

Is it possible to run a firm with someone you don’t like?

I will explore practical strategies for advisors to focus on fostering deeper client relationships and leveraging new metrics for a more comprehensive understanding of their practice's impact and valuation.

A measure of underlying US inflation topped forecasts for a third straight month, heralding a fresh wave of price pressures that will likely delay any Federal Reserve interest-rate cuts until later in the year.

As the CTO of a leading fintech provider, our team is rewriting our rulebook for partnering in the age of AI.

A block trade in US short-term interest-rate futures Tuesday was the biggest on record and helped drive gains for the Treasury market.

Research from various scientific fields suggests that many of our fears about death are unfounded or exaggerated.