1. Warning: Get Out of FAANG Now
Did “FAANG” stocks resurrect from the dead? Giant tech stocks got crushed last year. But Facebook (META) has doubled since January. Apple (AAPL)… Amazon (AMZN)… Netflix (NFLX)… and Google (GOOGL) each jumped at least 20% this year, too. If you made money from these big bounces, congratulations. — Stephen McBride
2. 9 High Value Intangibles Prospects Want From Their Advisor
It’s not all about pricing, but pricing does matter. Plenty has been written about “What clients want,” but here are nine common sense requests that prospects want and you yourself want when shopping for a provider. — Bryce Sanders
3. How to Ensure Clients Recognize Your True Worth
Do you and your team know all the value you can bring to your client’s lives? Do your clients know all the value you bring or can bring to their lives? — Bill Cates
4. The 10 Things That Successful Advisers Just Do Better
The most successful advisers just do better at some things than the average advisers…they are not necessarily better advisers. They just do some things better, and that makes them more successful. Most of those things they do better are not actually about being a better adviser, they are about being better business owners. — Tony Vidler
5. Earnings Improve. But Beware of Trojan Horses.
Since October 2022, the stock market has traded consistently higher as earnings improved. With the first quarter earnings season behind us and the second quarter approaching, will earnings improve further? In 2021 and 2022, we wrote several articles discussing why analysts’ estimates were overly optimistic. As we head further into 2023, are analysts again becoming excessively optimistic? — Lance Roberts
6. How Can Private Infrastructure Fit In My Portfolio?
Prior to 2022’s sharp increase in bond yields, a significant share of our client conversations focused on where investors could find uncorrelated sources of income. Perhaps unsurprisingly, many of the solutions were alternative investments, and more specifically, core real assets such as real estate, infrastructure and transportation. However, some investors who had previously allocated to this space - and specifically to core real estate - liked what core real assets offered but did not necessarily want to continue increasing existing exposures. — David Lebovitz
7. The Rapidly Changing Product Landscape with Scott Hawkins
Doug and Scott discuss the research themes Conning and its Insurance Research department are following, while also examining the rapidly changing product landscape and how consumers can stay consistently educated. — Power Your Advice
8. High-Net-Worth Clients Need Their Advisors, Too
It should be implicit that high-net-worth clients, particularly those to which the “ultra” label applies, need advisors and advisors covet them. After all, these individuals have more assets to manage. Broadly speaking, that implies they more likely to want the assistance of a financial professional and those professionals benefit from such relationships. — Todd Shriber
9. Should You Add to Your Team? Recognize the Signs Before Your Practice Plateaus
Expanding your team isn't just about lightening your workload—it's about unlocking new possibilities and delivering exceptional service to your clients. — Christine Timms
10. Savvy Investors Pile Into Semiconductors To Build Personal Wealth
Semiconductors are at the forefront of technological progress. As our reliance on electronic devices continues to grow, the demand for semiconductors is skyrocketing – and will continue to do. From smartphones and computers to automobiles and advanced infrastructure, semiconductors are indispensable in powering our daily lives. This ever-increasing demand has created a fiercely competitive market, with companies vying to capture larger market shares and gain technological superiority. — Nigel Green
11. Advice Engagement and Lead Generation on the Ascent
Tech innovation is alive and well in the wealth management space. When it comes to designing the optimal tech stack to support their desired value propositions, financial advisors and their management teams face a rapidly increasing number of options. — Phillip Hecker