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Last seen: 3 months ago
HSBC’s CFO just said the bank would turn to AI to cut c...
The bank is considering to get rid of roughly 10% of its total workforce, as the bank is focused on “staff-related inflation.”
Here’s why stocks haven’t fallen harder due to the Iran...
There are a few under-the-surface factors that are supporting the stock market.
‘Epic Fury’ has already canceled out Big Beautiful Bill...
A group of Stanford economists pit tax refunds versus rising gasoline prices — and the results aren’t good for American households...
JPMorgan cuts S&P 500 target as analysts say the domino...
JPMorgan’s strategists are concerned about the geopolitical overhang on the U.S. equity market while Panmure Liberum is worried ab...
It’s time to rethink how we define obesity as millions ...
BMI is just B.S. It doesn’t accurately define what it means to be overweight.
Personal finance links: extended expenses
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why...
Wednesday links: avoiding complexity
OilCommodities have been the only haven YTD. (capitalspectator.com)A look beyond the headlines in the oil market. (ft.com)The Stra...
Maintaining Good Work/Life Balance While Adding Advisor...
Welcome everyone! Welcome to the 479th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Andy Panko...
Don’t “Avoid Probate”: Reframing Estate Planning Succes...
When it comes to estate planning conversations, many clients come to the table with the goal of avoiding the probate process, whic...
The Financial Planning Value Disconnect: When Clients D...
Financial advisors often struggle with a frustrating disconnect: prospective clients typically seek help for a specific, often tec...
Weekend Reading For Financial Planners (March 7–8)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that recen...
Why Advisor-Led Marketing Becomes Harder As Firms Grow ...
In recent years, advisory firms have faced a persistent slowdown in organic growth, with average RIA growth rates declining from 9...
Growing To $660M Of AUM By Leveraging SEO (And Now AEO)...
Welcome everyone! Welcome to the 480th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Helen Step...
Why Clients Hire “Human” Advisors In The Age Of AI: How...
Technology presents a dual-edged sword for financial advisors. On the one hand, technology can make the advisor's job easier by ex...
Weekend Reading For Financial Planners (March 14–15)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the l...
The 4 Components Of Senior Advisor Satisfaction: Struct...
Senior advisors occupy a uniquely high-impact role within advisory firms. Typically responsible for leading client relationships, ...
Leveraging Technology To Rapidly Scale Growth Deliverin...
Welcome everyone! Welcome to the 481st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Adam Dell....
A 5-Step Framework To Get More Out Of Discovery Meeting...
Financial advisors often begin new client relationships with a long checklist of logistical onboarding tasks – transferring accoun...