One year after its formation, the National Pipeline Advisory Group published its recommendations for improving the talent pipeline.
Archives for July 2024
How to choose the best social media platforms for your small business
No matter the industry you operate in or the size of your business, you need to be on social media to reach your target audience. The best part is that it’s a marketing tool that doesn’t have to break the bank. But choosing the right social platforms for your business can be overwhelming — especially […]
5 new warning signs of a bad claim for pandemic-era ERC
The IRS said the five signs are the result of what IRS compliance teams found while analyzing and processing claims for the employee retention credit (ERC). The Service plans to briefly reopen its voluntary disclosure program.
3 Key Principles For Measurable and Actionable Standards That Help Cultivate Excellent Client Service
Most financial advisors strive to provide excellent client care and prioritize a systematic process to maintain regular communication with their clients both on a scheduled (e.g., annual meeting) and an “on demand” basis. And while individual advisors running solo firms are often able to intuitively sense when they’re delivering their best, as they grow and […]
Alts for all? Behind the launch of a retail-aimed platform for music royalties
New alternative investment platform JKBX has attracted thousands of retail investors purchasing the streaming rights to hit songs from Beyoncé, Taylor Swift and more — here’s what it might mean for the alts space.
Dexcom shares plunge more than 40% for worst day on record
Dexcom, which had its stock market debut in 2005, had its worst day ever after lowering its full-year guidance.
Giving student-athletes a running start through financial literacy
Merrill Wealth Management and IMG Academy are partnering to bring financial education to those looking to succeed on and off the field.
Weekend Reading For Financial Planners (July 27-28)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Charles Schwab’s latest RIA benchmarking study shows that firms saw significant AUM growth in 2023, thanks in part to strong equity market performance, but also thanks to organic growth initiatives that brought in additional assets […]
Editor’s Comment: ‘Help, my planner’s retired!’
Financial Planners play a unique role in the lives of their clients for many years so, for clients, losing their planner due to retirement or business exit, can be a challenging and disconcerting time. Planners build up client relationships over many years and I know from my chats with planners that many see their clients […]
Kamala Harris debuts official TikTok account as presidential campaign picks up
Kamala Harris debuted an official TikTok account on Thursday, underscoring the social broadcasting app’s importance to the 2024 presidential campaign.