Practical analysis for investment professionals

Twitter


Best of 2017 Weekend Reads: Lost and Found

Do you remember the last time you received a handwritten letter or note, or were struck by beautiful penmanship? Lauren Foster does.

Social Selling: Building Relationships with the Clients of the Future

Advisers need to be using social media, says Barbara Stewart, CFA. Call it social selling. It is not a replacement for traditional, proven selling practices, but in today’s world, you have no choice but to incorporate it into your daily life as an adviser.

Is Technology Making Us Too Bullish on Stocks?

Perhaps one reason panglossian market conditions can persist in the age of Twitter and Instagram is that omnipresent social media allow us to edit out anything that vaguely threatens our preferred mindset about stocks.

Mastering Social Media for Wealth Management Pros

Advisers who “go social” have an edge in business. A wealth management veteran shares the story of his social media conversion and offers tips on how advisers can build their own personal brand online.

Weekend Reads for Finance Pros: Reorganization, Bias, and Roosters versus Hens

“We trained hard, but it seemed that every time we were beginning to form into teams we would be reorganized. I was to learn later in life that we tend to meet any new situation by reorganizing, and what… READ MORE ›

Weekend Reads for Investors: “The Most Crowded Trade”

The economic backdrop figures prominently in the chatter among investment strategists of late as they debate the sustainability of the “decoupling” of the US economy from sluggishness in the rest of the world. Bank of America Merrill Lynch strategists have called the decoupling trade — long US stocks and the dollar — “the most crowded trade in the world.” As US stocks hover near all-time highs, those with a contrarian bent may be receptive to the latest missive from Joe Calhoun. In "Is It Time to Zig?" he suggests investors might want to look outside of the United States for opportunities.

Yes, You Can Have a Serious Policy Discussion on Twitter (Just Ask the Bank of England)

A look at the UK central bank's successful foray into the risky business of live Twitter chats.

Basic Adviser Strategies for Social Media: Carving out a Niche

According to Michael Kitces of Pinnacle Advisory Group, “social media” is just a new term for the basic networking activities that financial advisers have been using for their entire careers.

The Market Needs to Rise Again before It Peaks

History suggests that those who use a crystal ball to predict the future are often forced to eat crushed glass. It is useful is to cogitate about what can happen in the future aside from a mere extrapolation of a current trend.

Why Financial Advisers Need to Use Social Media

April Rudin, founder and CEO of the Rudin Group, has some compelling reasons for financial advisers to develop a social media presence.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close