Social Media Influencers: The New Financial Advisors?

[ad_1] Alessandro Biascioli / iStock.com In the digital age, social media influencers have emerged as a significant force in shaping public opinion and consumer behavior. With their vast followings, influencers are no longer limited to promoting fashion and lifestyle products; they are increasingly venturing into the realm of financial advice. But are these influencers the… Continue reading Social Media Influencers: The New Financial Advisors?

The 5 hardest things for a financial advisor to tell a client — and how to break the bad news

[ad_1] A key part of a financial advisor’s job is to tell their clients the truth. To make a sound plan for the future, investors need to know the real state of their finances — even if it’s disastrous. Of course, that’s a lot easier said than done. How can an advisor tactfully break bad… Continue reading The 5 hardest things for a financial advisor to tell a client — and how to break the bad news

Who Does Gen Z Trust Most for Money Advice? It Might Surprise You

[ad_1] Drazen Zigic / Getty Images In general, Gen Zers are up against some tough financial obstacles. They’re cornered into frugality due to increasingly high costs of living, yet at the same time facing pressure to spend, in part because of the fancy exoticism and luxury frills they’re taking in from influencers on social media.… Continue reading Who Does Gen Z Trust Most for Money Advice? It Might Surprise You

The best books for financial advisors in 2023

[ad_1] It’s no surprise to find financial advisors and planners who are also voracious readers. After all, Warren Buffett has likened the knowledge gleaned from reading to gains made in the market: “It builds up, like compound interest.”  To close out 2023, we asked financial professionals about books they read this year that made the… Continue reading The best books for financial advisors in 2023

Hitting the Accelerator: Strategies for Growing and Scaling Your Advisory Business

[ad_1] Organic growth, recruiting, acquisitions — as an independent financial advisor, there are a lot of ways you can grow your business. Where do you start? More importantly, how do you grow with intention and purpose? Colleen Bell, President of Innovation and Experience at Cambridge Investment Research, Inc., joins the show to share proven strategies… Continue reading Hitting the Accelerator: Strategies for Growing and Scaling Your Advisory Business

A Strong Economy and Smart Tax Moves: Best of Barron’s Advisor Q&A

[ad_1] We hope that you have enjoyed the holidays and prospered in 2023. December marks a milestone for our Advisor Q&A: its fifth anniversary. Since we launched this weekly feature in late 2018, we have had the opportunity to go deep with outstanding advisors and leaders at businesses across the industry—from one-person practices to the… Continue reading A Strong Economy and Smart Tax Moves: Best of Barron’s Advisor Q&A