Marketing Info

When will the stock market go down?

A reader asks: Since Ben is a data junkie, does he have any data or opinions on when the market…

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13 Ways Financial Advisors Can Build Quality Newsletter Subscribers

If your goal is to have a huge newsletter list, you can certainly buy one—but eventually you’ll be just as…

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Rising prices, supply chain disruption top small-business concerns

Concerns about supply chains and inflation top the list of business concerns for 2022. According to the CFIB’s most recent…

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A Curriculum Reform on Nurturing Talent and Culture

The great resignation hasn’t spared the money management industry, and firms would be wise to heed one of my grandmother’s…

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IFIC says mutual fund sales to rise in 2021

During 2021, Canadian mutual funds took in a total of $112.6 billion, nearly four times more than the $30 billion…

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Merrill Lifer Josh Brown on the Leap of Freedom with LPL SWS

Two decades ago, Josh Brown transitioned from working as a mechanical engineer at a textile mill to a Merrill Lynch…

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Why no country will be left untouched by ESG data reporting

“While Europe has grown its companies and propelled the fund industry to become an ESG leader, I think the US…

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Zuckerberg-trolling ETF bets on everything except meta

(Bloomberg) — A new ETF has landed with the mission of investing in everything related to the metaverse — while…

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Last chance to nominate your 5-star mentors

Last chance to nominate your 5-Star Mentors. money professional Industry News Entries for Wealth Professionals Canada’s 5-Star Advisors Close Friday…

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20 ETFs with Highest Outflows in the Last Month

The asset ratio is measured by a month’s net inflows. Minimum $10 million in net assets. Data as of 1/24/2022.…

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