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Canadian entrepreneur Andrew Wilkinson’s early decision to ditch a career as a journalist and teach himself web design has proved lucrative, making him the majority owner of a technology investment firm worth more than $300 million.

A lack of clients is not a lead generation problem. It’s a conversion problem.

Financial advisors are increasingly turning to social media platforms to expand their client base. But in today’s rapidly evolving digital landscape, the traditional marketing funnel model – comprising awareness, engagement, and conversion stages – often falls short when applied to these platforms.

A young colleague came to me recently with a shameful admission: Despite the lecturing of her friends and family, as well as her own best intentions, she had not yet signed up for the company 401(k) plan. She lives in an expensive city and is nervous about tying up her money for the next 40 or 50 years.

Apple Inc. surged to another record high on Monday after the tech giant was named a top pick at Morgan Stanley, with the broker seeing the launch of the company’s artificial intelligence platform triggering a record rush among users to upgrade their smartphones, tablets and computers.

Younger investors are thinking about their investment portfolios all wrong, and it’s not entirely their fault. Ultimately, it’s up to them to recognize where the best long-term returns lie before too much precious time is wasted.

Piper Sandler & Co. is eliminating its price target for the S&P 500 Index. Its Wall Street counterparts should follow suit.

Implementing the net wealth mindset in practice involves developing detailed financial plans that align with each client's needs and priorities, and crafting a client-centered service model.

Those wishing to explore the gap between the nation’s apparent macroeconomic success and its microeconomic malaise would do well to consult Ruchir Sharma’s What Went Wrong with Capitalism.

As Apple Inc. prepared to introduce its Vision Pro headset a year ago, the worry at Meta Platforms Inc. was that the hardware geniuses in Cupertino were about to unveil a breakthrough in mixed reality, some new take on a computing platform that Chief Executive Officer Mark Zuckerberg had been trying to crack for more than a decade.

The petrodollar died this month -- or so I learnt via the financial blogosphere. In the past fortnight, Google searches for “petrodollar” have spiked to a record, and viral posts about Saudi Arabia ditching the greenback have ricocheted throughout commodity and currency trading rooms. Apparently, a cataclysmic event has ended American economic hegemony.

This summer, countless bankers and financiers will get away to the Hamptons or vacation in Europe. And a handful will be traveling nearly every weekend — to play lacrosse.

Yes, differentiation is hard, which is why developing a niche target market has become so popular recently. It can dramatically reduce the number of competitors. But even advisors who focus on a niche have competition.

Here’s why giving up the pleasure of talking will lead to more conversions.

A Tesla Inc. shareholder sued to challenge an upcoming proxy vote about whether the electric-car maker should move its corporate home to Texas and re-approve a $56 billion pay package for co-founder Elon Musk that was thrown out by a Delaware judge.

Apple Inc. isn’t typically the first to embrace new product categories — as it famously showed with its iPhone, smartwatch and Vision Pro. All those areas were established before the company showed up, but Apple found a way to make its mark.

Celebrity fund manager and activist investor Bill Ackman just sold 10% of his investment management company in a deal that valued Pershing Square at $10.5 billion. An initial public offering could come as soon as next year, the Wall Street Journal has reported.

GameStop Corp. shares surged after the Reddit account that drove the meme-stock mania of 2021 posted what appeared to be a $116 million position in the video-game retailer.

The people who experience the US economy continue to disagree with the people who measure it, and the most likely reason is inflation: Most Americans still see it as a major problem, while most economists don’t. But this debate recently veered from economics to semantics.

The person has to be open to listen, learn and see how their behavior is not serving them and why they need a new approach. They have to want to figure out how to change and they have to be desirous of trying something new.

In this short video, I outline key actions and attitudes for advisor success on LinkedIn, then apply those lessons to one advisor’s profile.

For more than two decades, a simple handshake has shaped how people find information online. It works like this: Websites allow Google’s web crawler to index their content so it can appear in search results.

The most important thing when it comes to managing your time, priorities and life is to get your priorities straight in the first place. It can be helpful to think in categories: work, family, spiritual, health, charitable inclinations and so on.

Time and again, Jerome Powell has made it clear. Financial conditions, the Federal Reserve’s key lever for cooling the US economy, are tight.

In the spotlight today are the “Magnificent Seven,” which include Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. These seven stocks account for over 30% of the S&P 500 by market capitalization.

There’s a persistent mystery about Mark Zuckerberg, and it’s not the one about his new chain necklace. The chief executive officer of Meta Platforms Inc. has spent billions of dollars building powerful artificial intelligence models and is giving that technology away for free.

ByteDance Ltd.’s Hail Mary legal effort to avoid selling or shutting down TikTok relies on convincing a judge the social network will disappear entirely, squashing the free speech rights of millions of Americans.

What aspect of the advisory profession can you be exceptional at, and who is your target audience that you can consistently deliver it to, who doesn’t yet know you exist?

The often-cited goal of having a $1 million retirement nest egg needs to be retired itself. Adjusted for inflation , it would take nearly $1.9 million to have the same purchasing power today as in 1999, when the oldest of millennials were just turning 18.

If building generational wealth were easy, everyone would do it. In truth, it takes focus, discipline, and proper guidance each step along the way. Perhaps most importantly, your mindset will determine your fate.

When it comes to social-media stocks, there’s Meta Platforms Inc., and then there’s everyone else.

How to overcome obstacles when your firm is growing too fast and bringing in too much business?

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon makes no secret that his firm is all-in on artificial intelligence. Now, the head of the world’s biggest bank is laying out his vision for the future of money in an AI world.

Our profession is being transformed by powerful, AI-based technologies that will replace human-based financial advice. They will drive down costs, reduce valuations, and deflate the multiples paid in M&A transactions.

Here are the top 10 questions (and answers) about advisor marketing for 2024.

Graham Ambrose has never felt stronger. He can barbell back squat 145kg (320 lbs) for four sets of six repetitions and bench-press more than 100kg for a single rep. His friends and colleagues notice that his clothes fit tighter and he’s fond of posting mirror selfies on Instagram.

With the interest-rate peak being the highest in 15 years, now is the opportunity to lock in near-peak lifetime income payments while avoiding future stock market losses.

Rob Copeland’s marvelously readable and well-researched book, The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend, details a detachment from reality borne on the absolute power deployed by Dalio at Bridgewater.

Meta Platforms Inc.’s record-breaking, artificial intelligence-fueled rally has added $1 trillion in market value since its darkest days of 2022, and yet by some perspectives it’s still trading at a discount.

Shares in Google-parent Alphabet Inc. have lagged competitors so far this year. There is worry its faltering progress in artificial intelligence means the outlook’s not so hot for its core business of selling ads alongside search results. But one part of its empire, minimally detailed on the company’s filings like some side hustle, shows no sign of being knocked from its throne.

A big part of growing your business has to do with how well you deal with negative people.

Big banks are scrambling to work out what to do with generative artificial intelligence: how to use it to make some of their people smarter or free up others to do only higher-value tasks, and how to ingest and process data more rapidly, speed up decision making and cut costs. Every bank fears their competitors getting good at AI before they do.

Are you active on LinkedIn but not seeing the impact of that time? In today's video, I help one advisor tackle this problem.

By staying compliant, you protect not only your clients but also the integrity and trustworthiness of your practice.

More advisors and firms are moving to fee-centric affiliation models, dropping their FINRA registrations and focusing on providing investment advice for a fee. What is the driver behind this trend?

Former president Donald Trump’s social media startup is set to begin trading Tuesday after completing a blank-check deal that may bring him a financial windfall.