The New Financial Advisors

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The New Financial Advisors

7 Advisor-Schmoozing Tips Beyond Facebook, Twitter
11:48 AM ET Fri, 24 May 2013
From blogging to YouTube, financial advisors are finding that social media innovation is helping them build their brands and win client assets.
Cultural Understanding Will Connect You to Diverse Clients
12:49 PM ET Thu, 23 May 2013
Advisors can appeal to an increasingly diverse consumer base by learning how to embrace cultural differences and hone interpersonal skills with distinctive groups.
Advisors Target Merely Rich Instead of Really Rich
1:21 PM ET Thu, 23 May 2013
Some advisors prefer clients with assets in the $500,000 to $2 million range over the ultrawealthy—they are less maintenance.
Female Financial Advisors Pursue Female Clients
10:37 AM ET Wed, 22 May 2013
More female financial advisors see the growth potential in targeting women investors.
The $27 Trillion 'Generation D' Prize
9:58 AM ET Wed, 22 May 2013
From social video to niche social networks, financial advisors are hunting for prospects in the digital world.
Fund Managers Court Silicon Valley of the Dollars
10:28 AM ET Fri, 24 May 2013
Wealth managers go where the money is, and the technology capital is flooded with the next crop of the newly rich.

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Investing

Wall Street will try to keep the November momentum going in the final month of 2023

Investors will look for a broadening out of the rally that has been dominated this year by a handful of tech names.
Goldman says 2024 will be ‘the year of the bond.’ Here's how it says to invest

The ending of the Fed's rate hikes is good news for intermediate-term investment-grade corporate and government credit, according to Goldman.
One ETF that focuses on employee happiness is outperforming the market this year

The Harbor Human Capital Factor US Large Cap ETF has performed better than the S&P 500 through the first 11 months of 2023.

Personal Finance