1. The US Recovery Reveals Hidden Value in Smaller Stocks
Small-cap US stocks powered back in the fourth quarter after trailing large-caps for several years. Even after the strong recent performance, the recovery may still be in its early stages—particularly for smaller-cap value stocks—as pandemic risks recede and earnings drivers kick in during 2021. — James MacGregor and Erik Turenchalk
2. Can You Hold My Attention? Eric Clarke
Orion Advisor Services CEO, Eric Clarke, and I covered a lot of ground in this conversation. As one of the most innovative leaders in both FinTech and financial services, Eric has tremendous insight into how technology drove our industry in 2020 – “A year of Darwinian evolution…” – and how our landscape has been permanently changed as a result. — Derek Bruton, Can You Hold My Attention
3. Jamie Dimon Is Scared of FinTech
It’s a big moment when one of the most respected bankers in the world Jamie Dimon, Chairman and Chief Executive of JPMorgan Chase which is one of the most highly valued banks in the world, says that he is “scared shitless” of FinTech. This is a $3.4 trillion banking goliath but, when asked his views on Big Tech and FinTech, his answer was ... — Chris Skinner
4. The 3 Reasons Advisors Don’t Achieve Their Vision
Ours is an intriguing business. Take a moment and think about our industry five short years ago. Think about how different the industry looks today. It continues to change at a pace that’s unlikely to slow down and may even become more rapid. — Scott Wood
5. The Problem With Analysts Forecasts
We can’t predict the future. If we could, fortune tellers would all win the lottery. They don’t, we can’t, and we aren’t going to try. However, this doesn’t stop the annual parade of Wall Street analysts from putting out forecasts on the S&P 500. In reality, all we can do is analyze what has happened in the past, weed through the noise of the present and try to discern the possible outcomes of the future. — Lance Roberts
6. DoorDash Has All the Makings of the “Next Amazon”
Today, we can buy a disruptor ready to beat Amazon at its own game… You likely know food delivery apps have surged in popularity over the past few years. Click a few buttons and Postmates, Uber Eats, Grub Hub, or Caviar will pick up your burrito from Chipotle and bring it to your front door. — Stephen McBride
7. Wealthier Investors More Dependent on Investment Income Than Others
Prior to 2008, many retirees relied upon safe income producing investments to assist them through their retirement years. But since the Great Recession, interest rates have been incredibly low and many of those investors switched their investments to stocks, still relying upon the return on those investments to assist them through their retirement. Spectrem recently conducted research with affluent Retired investors to measure their reliance upon investment income and the impact of low interest rates on their overall investment strategy during retirement. — Catherine McBreen
8. 10 Reasons Why a Stranger Would Want to Become a Client
The general public has many choices when it comes to investing. Some realize it’s complicated. Those people likely seek advice. Here are ten reasons they would approach you before you even prospected them. Ask yourself: “Do I have this area covered?” — Bryce Sanders
9. Why Biden Wants to Win the Fight for $15
President Joe Biden's pandemic relief plan proposes direct cash payments, enhanced unemployment benefits, vaccine funding, and help for state and local governments. But Biden’s wish list has one unexpected item: a $15 federal minimum wage. Labor advocates have been asking for this for years, and it’s no surprise a Democratic administration would try now. After all, the coronavirus has spread partly because so many low-wage workers have had to keep working in high-contact environments. Raising the minimum wage won’t immediately fix that problem, so Congress might reject that part. However, so far there hasn’t been much objection. Republicans seem more determined to stop the state and local aid. So, a $15 national minimum wage might actually pass soon. And if it does, the economic consequences could be important. — Patrick Watson
10. What Will a Biden Presidency Mean for Investors?
Along with a new year comes a new administration in Washington. What will the arrival of a Biden White House mean for investors across America? — Jeffrey Green
11. How Advisors Can Attract Ideal Clients with Authenticity
All financial advisors want to know how to connect with their ideal clients online. There are countless strategies and technologies to help them with their marketing, some useful, and some not so much. But there is one technique that has always worked: authentic marketing. Be genuine with your ideal prospects, and they will soon be your ideal clients. — Susan Danzig