latest Starbucks Earnings Warn of Belt Tightening Payroll Miss Hands the Baton to the Bulls Here’s How To Handle an Unexpected Financial Windfall Unlocking Marketing ROI: Avoiding the Biggest Mistake for Financial Advisors Beyond Mental Health Month Embracing Rationality: An Opportunity in Decision-Making Driving Customer Loyalty by Zigging When Others Zag The Complex Dynamics of Men, Money, and Emotions All Grown Up! Google Announces a Dividend! No Signs of Rate Cuts on the Horizon Richness in a World of Plenty It’s Not Just the Fed That’s Between a Rock and a Hard Place 11 Most Read Articles of the Week What Is Your #1 Value to Investors? Behavioral Traits That Are Killing Your Portfolio Returns Reevaluating Portfolio Leverage: Implications for Buyout Returns Payroll Miss Hands the Baton to the Bulls trending Is Inflation Reaccelerating? Reevaluating Portfolio Leverage: Implications for Buyout Returns Do Your Prospects Trust You? Increase Business Value Without Cost-Cutting A Simple Formula for Financial Advisors to Attract More Clients Welcome to Crypto Euphoria The DOL’s New De-Minimus Fiduciary Standard Between the Lines Markets No Signs of Rate Cuts on the Horizon Powell Sees No Rate Hikes, More Treading Water for Rate Cuts Can Inflation Go to 2 With Wages at 4? The U.S. Manufacturing Renaissance Is Taking Shape Resurgence in Buybacks Reverses Bullish Sentiment Index The US Represents Over 25% of the Global Economy Business Growth Do Your Prospects Trust You? Increase Business Value Without Cost-Cutting A Simple Formula for Financial Advisors to Attract More Clients Six Steps To Capitalize on AI in Your Business Differentiation Really Sucks Today. Here’s How To Nail It Blind Spots To Acquiring New Clients Next Chapter Retirement Center Retirement: The Next Best Decade Generating Income: Leveraging Annuitization of Old Contracts How To Prepare for the Retirement Danger Zone How Lincoln Financial Group Annuities Can Help With the Cash Conundrum Mastering Rightsizing: A Retirement Strategy Beyond Downsizing Empowering Female Clients: A Crucial Retirement Conversation The Family Financial Conversation Seizing Opportunities: Don't Wait for the 'Great Wealth Transfer The Intricate World of Long-Term Care and Caregiving Top 10 Estate Planning Mistakes To Avoid Wealthy, Healthy & Wise with David Meinz Does Your Estate Plan Include Instructions for Who Will Take Care of Your Kids? ETF Center Between the Lines Bank on BDCs for Nifty Income Remembering the Tax Benefits of ETFs Active ETF Growth Continues To Amaze A Lesson in “Time Frame” Investing Fears Rise in Markets as Interest Rates Climb Alternatives Resource Center Will Exit Activity Improve in Private Equity? Private Market Outlook Amidst Macroeconomic Uncertainty The Real Gold Rush: Investments Beyond Bitcoin Gold Price Slides Even Without Dollar’s Help! Seven Critical Considerations Selecting a Private Equity Manager Portfolio Construction: Assembling the Building Blocks Future of Advice Can AI Improve Your Finances? Strategically Designing a Trusted Retail Investor and Advisor Community Designing a Generative AI Assistant for Private Markets Modernizing Independence: A Turnkey Strategy for Advisors Jamie Dimon: AI Will Be as Transformational as the Printing Press Next Steps for Wealth Management Technology Advisor Tools Unlocking Marketing ROI: Avoiding the Biggest Mistake for Financial Advisors Driving Customer Loyalty by Zigging When Others Zag How Advisors Can Smooth the Internal Succession Process Mastering Your LinkedIn Headline: Crafting a Memorable First Impression Differentiating as Advisors: Lightening the Load for Business Owners How To Stop Being the Fun-Sucker on Vacation Strategist Center Starbucks Earnings Warn of Belt Tightening Behavioral Traits That Are Killing Your Portfolio Returns Is Inflation Reaccelerating? Welcome to Crypto Euphoria Public Opinion: Biden's Proposal to Tax Unsold Assets Faces Overwhelming Rejection Fed Policies Turn the Wealth Gap Into a Chasm Research The Need for Advisors Is Getting Stronger Strong Retirement Planning Can Enhance Marital Bliss Reddit Posts Reflect Investor Interest in Climate Change, Renewable Energy, and EVs Why Advisors Need To Include Education What Is the State of Modern Investor Engagement? Artificial Intelligence: An Emerging Addition for Financial Advice Active Center Payroll Miss Hands the Baton to the Bulls All Grown Up! Google Announces a Dividend! It’s Not Just the Fed That’s Between a Rock and a Hard Place Weight Loss Drugs Power Eli Lilly Earnings Stocks: Is “Selling in May and Going Away” Justified? Coca-Cola Serves up Strong Revenue and Profit Growth to Investors White Papers Doing More For Clients And Yourself As An Independent RIA Rise Above: Why Advisors Choose the RIA Model and How It Helps Them Soar Freedom + Control: Fueling The Independent RIA Movement How Multi-Family Offices Are Serving the Ultra-Affluent Your All-In-One Guide To Becoming An Independent RIA RIAs Are Reinventing the Industry. It’s Your Turn. Fixed Income Center Brightening Skies: Municipal and Fixed Income Markets Amidst April Showers Corporate Bonds: Constructive or Cautious? Evaluating Investment Approaches Amid Yields and Spreads Income Is King: Exploring Fixed-Income Alternatives Beyond Bonds Seizing Total Return Potential: A Unique Short Duration High Yield Price Discount Fixed-Income Outlook: Seeing the Forest Beyond the Trees Seeking Yield in a Challenging Municipal Environment Fintech Center Technology Is Good, but Humans Are More Important 5 Big Questions About the Future Answered Building Transparency and Trust in AI Fintech Is It True That Challenger Banks No Longer Challenge? Synapse 2024 and the Business of Innovation Enhancing Business Data Security: Are You Ready to Take Action? Why I Love This Chart Reevaluating Portfolio Leverage: Implications for Buyout Returns The Case for Emerging-Market Corporates Mastering Volatility: Your Strategic Approach Matters Sequence of Returns: A Tale of Two Investors 60/40 Portfolio Returns S&P 500: Investing at All-Time Highs ESG Center How Economists Started and Can Stop Their Climate War Becoming a Sustainable Investor: Understanding the Essence of Climate Adaptation How Nature Poses Investment Risks and Opportunities Davos Leaders Must Push for Private Money to Flow Into Green Investments Exploring the Financial Advantages and Various Aspects of Solar Energy Implementation 3 Responsible Funds To Watch in 2024 and Beyond Insurance Center Fact or Fear? The Real Costs of Long-Term Care How To Do Life Insurance Your Way Help Clients Profit From Insurance Estate Planning Considerations for Unmarried Couples Analyzing Costs for Health Plan Providers: The Impact of Obesity Drugs Understanding Indexed Universal Life Insurance: A Deep Dive Inclusion Initiative The Currency of Career Success: The Power of Words Body Doubling and Co-Working How To Lead Hard Changes Well How You Can Breathe New Life Into Your Career 5 Tips for Emerging Leaders: Boundary Setting to Prevent Burnout Fostering a Fair and Inclusive Workplace Cryptocurrency Center AI’s Future Hinges on Crypto What Does Bitcoin Halving May Mean for Prices? Notes From Paris Blockchain Week Are You Participating in Bitcoin’s IPO? Has the G20 Agreed to Launch a Global CBDC? Microstrategy Investors Are Buying Bitcoin at a Massive Premium Index Center A Nuanced Macroeconomic Approach To Investing For Equity Income, a Sturdy Vanguard Fund Stands Out India Now the Envy of Emerging Markets Some Dividend Indexes Will Soon Feature Shares of Meta SMID Selectivity Is Warranted, Could Pay Dividends Examining Concentration Risk in the S&P 500 Annuity Center Annuities and New DOL Regulations Concerning Their Marketing Maximizing Annuities with Tax-Efficient Withdrawal Strategies Securing Income in Retirement: Exploring Possibilities for Financial Protection Mastering the Potential of Annuities: Strategies for Optimizing Your Investment Believe It: Annuity Sales Set Records in 2023 Integrating Indexed Annuities Into the 60/40 Media Centers MMI Annual Conference 2023 Fearless Investing Summit 2023 Pershing INSITE 2023 Sanctuary Wealth OASIS 2022 Fearless Investing Summit 2022 Axos Advisor Services: Focus on the Future 2022 Pershing INSITE 2022 Envestnet Advisor Summit 2022 2022 T3 Conference Podcasts The Complex Dynamics of Men, Money, and Emotions Owning Up: Navigating Accountability After Client Mistakes How To Lower Your Capital Gains Taxes Unlocking Luxury: How to Enjoy Your Next Vacation at Minimal Cost Philanthropy in Practice: Constructing a Better World Purchasing vs. Leasing a Vehicle: A Guide to Making the Right Choice Viewpoints What Is Your #1 Value to Investors? Human Advice Prevails: Understanding the Evolution of Robo-Advisors Here’s How To Handle an Unexpected Financial Windfall Beyond Mental Health Month Embracing Rationality: An Opportunity in Decision-Making These Five Issues Will Determine the Election