Tag: independent broker/dealer

The Labor Market: State of Change

There has been broad attention given to the changing landscape of the labor market amid the tectonic shifts triggered by the COVID-19 pandemic. Much of this attention has been focused on the rise and likely permanency of the hybrid work model and working from home. Perhaps less recognized are more subtle changes that potentially will have an equal or even greater impact on the economy and social fabric in the years ahead.

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What is Sustainable Investing?

Sustainable investing is an investment style that oversees risks associated with the degradation of ecosystems and the challenges companies face as a result. As a financial advisor, there are several aspects to sustainable investing that you need to understand. To start, it would be wise to take a look at the United Nations’ 17 Sustainable Development Goals (SDGs)1 to get an idea of the scope and impact investments could make.

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China’s Great Property Bust: Global Economic Implications

Recent numbers are staggering and an indication of how important real estate has been to the economic growth of China in recent years. It should then come as no surprise that China is trying to deflate its property bubble with a minimum of economic damage. It won’t be easy considering that the impact of real estate-related activities on China’s GDP (almost 30%) is substantially higher than the U.S. (about 17%) or the U.K. (about 20%).

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Seven New Year’s Resolutions for Your Practice

New Year’s resolutions can be a bore; they are much discussed, widely created and largely ignored. Yet, they can serve as a catalyst to make important changes. As the financial services industry enters a new, post-pandemic year, there may not be a better time to get serious about resolving to make changes that position your practice for success.

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Conservatorship: Oops! … I Did It Again

The Britney Spears saga to escape the conservatorship that controlled her finances, personal life and medical decisions educated a whole generation of Americans to a highly complex legal framework that, in reality, is applicable to a very small percentage of the population.

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