1. Money Market “Cash on the Sidelines”: A Myth That Won’t Die
The surge in money markets since the “pandemic” has revived the age-old narrative that “money on the sidelines” is set to come into the markets. However, they don’t tell you those funds have accumulated since 1974. Correctly, in the aftermath of crisis events, some of these assets rotate from “safety” to “risk,” but not the degree commentators suggest. — Lance Roberts
2. Large Caps, Mid-Caps, or Small Caps?
After an impressive equity rally in 2023 and new all-time highs to start 2024, investors are evaluating their equity allocations, which includes where to position along the market cap spectrum. While small caps are at attractive valuations, quality in large caps may be more beneficial in the year ahead, and mid-caps provide a compelling middle ground. — Meera Pandit
3. Why Gen Z Needs Advisors
In ideal world, everyone has need for a registered investment advisor and that demand is linear, or at least easy to forecast, across age, income, marital, racial and other demographic lines. Advisors know that’s not reality. Fact is some client groups gravitate to advisors more than others. Baby boomers being a prime example. On the other hand, there are segments within the investing public or aspiring market participants that want to work with advisors, but are currently underserved by the industry. Then there are those that need to work with advisors. — Todd Shriber
4. What Won’t Change About Investors in the Future?
We know that investors’ focus and goals change over the course of their lifespan. It may begin as saving for a home, then move on to education for children, creating a stable retirement income stream, and building a lasting legacy. — Jay Mooreland
5. Investing in Turbulent Times: A 2023 Recap and 2024 Outlook with Matt Berger
Matt Berger is the the Vice President of Client Investment Strategies at Lincoln Financial Group, a firm that has been helping millions of people plan, protect, and retire for over a century. In this podcast, we analyze market dynamics, economic resilience, and insights from Lincoln Financial Group's Matt Berger as we set the stage for investors in the transformative year ahead. — Lincoln Financial Group
6. The Five-Touch Client Acquisition Process for Financial Advisors Wanting To Grow in 2024!
In sports, if you have ever tried to learn something new, you know it can be a frustrating process. For example, if you have ever learned to play golf, you know it can be challenging to learn how to drive a golf ball off the tee. There you are, hitting ball after ball on the driving range. Along comes a golf pro who gives you a few pointers and you try them. You decide that no matter what you are going to learn how to hit a tee shot. Remembering that you have that company golf tournament next week and you don’t want to be embarrassed. But you only have a few days to learn it. — Grant Hicks
7. Rediscovery: Meet Your New Old Client with Tom West & Suzanne Schmitt
Tom and Suzanne delve into the complexities of family decision-making amidst aging and longevity, offering strategies for financial advisors to navigate these challenges and enhance client relationships, retention, and business growth. — The Family Financial Conversation
8. Do Testimonials Really Work?
Last year, the SEC’s new marketing rule was received with open arms by advisors interested in sharing client testimonials. That shift is, of course, old news. And while the change represents positive progress, it’s just the first step. When it comes to testimonials, the rule changed what we can do; it does not suggest what we should do. — Julie Littlechild
9. The True Power of Succession Planning
Building a successful independent financial advisory firm that can support the firm’s key stakeholders is a significant accomplishment. But building a successful firm is the first milestone, not the end of the journey. Once the firm is established and stabilized, the next milestone should be to create a sustainable enterprise. This goes beyond figuring out the service and pricing model, attracting and retaining loyal clients, solid branding, and a trustworthy reputation. — David Grau Jr.
10. Future of Advisor Training? Integrating AI With Human Expertise
Artificial Intelligence (AI) is becoming a powerful tool in the training and development of financial advisors. However, while AI can enhance efficiency and provide valuable insights, the human touch, experience, and mentorship will remain crucial in creating client trust, meeting regulatory requirements, and sustaining the integrity of the financial industry. — Nigel Green
11. Investors and the New Era for Geopolitics
Global politics is becoming more volatile, creating uncertainty but also opportunity for businesses and investors. The Economist Intelligence Unit (EIU) has been tracking political and geopolitical stability for decades. Our dataset shows a clear rise in the threat posed by international tensions to economies over the last 15 years. We assessed in 2010 that around 40% of the geographies we surveyed faced ‘no’ or ‘low’ threat from international tensions; that proportion has now fallen to 25%. Managing geopolitical risk has risen quickly up the agenda for governments and companies. — Ali Dibadj