Advisorpedia

Advisorpedia stands out from the crowd. We are a digital media production firm that not only creates content but also ensures it reaches the right audience through our website, newsletter, social media channels, and a strategic collaboration with a top data company in the industry. The content featured on Advisorpedia.com is specifically tailored to support financial advisors in three key areas: asset management, practice growth, and motivation. We produce materials aimed at empowering financial advisors to achieve success according to their own definitions and the unique needs of their practices.

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Financial/Market news, Online/Digital

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Global

#893061

United States

#282047

Finance/Investing

#2714

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Articles

Can Tariffs Really Bring Back Manufacturing Jobs? Steel’s Harsh Lesson Says Otherwise

2 days ago | advisorpedia.com | Laurence Kotlikoff

Will Tariffs Restore Manufacturing Jobs? University of Arizona Economic Historian, Price Fishback, Provides the Facts Price Fishback is a distinguished professor of economics at the University of Arizona and a Research Associate at the National Bureau of Economic Research. He’s also an expert on American economic history, particularly the course of employment and output over the past two centuries.
Too Busy to Focus? Here’s Why You’re Ignoring What Actually Matters

4 days ago | advisorpedia.com | David Peck

Busy—rather than focused—is a reality for many in the c-suite and boardroom, one which has been amplified in recent years of increased volatility and uncertainty. Sure, busy can be good. But left unchecked it's both habit-forming and toxic. It leads to problems with health and vitality, cognition and problem solving, and from a business standpoint, can hinder foresight, strategy, prioritization, and decision-making. Double and triple-booked days of back-to-back meetings take over calendars.
The Economist Who Knows Putin Best: Anders Åslund on America's Strategic Failures

5 days ago | advisorpedia.com | Laurence Kotlikoff

I'm just delighted to have Anders Åslund on Economics Matters -- the Podcast. I met Anders in the late 1990s when he asked me to go with him to Russia to discuss pension and other economic reforms with the Russian government. At the time, Anders was working for the Carnegie Endowment for International Peace. He is now Senior Fellow at the Atlantic Council.
Americans May Be Too Cash-Enthusiastic, Too Reserved About Stocks

5 days ago | advisorpedia.com | Todd Shriber

A friend recently told me that his parents, both of whom are well into their 70s, are thinking about selling their house, moving into something smaller and stashing the profit – likely deep into six figures -- in a high-yield savings account. There’s nothing wrong with that strategy when considering that my friend’s parents are getting on in age and have other investments, such as stocks and bonds.
Five Words Customers Love

5 days ago | advisorpedia.com | Shep Hyken

“So you don’t have to …” These five words are powerful, and whether or not customers realize it, they love them. Think about what makes certain companies stand out from their competitors. Is it their product? Is it price? These matter, but as I’ve been preaching for decades, the differentiator is the customer experience. And specifically, the experience I want to focus on in this article is convenience.
11 Most Read Articles of the Week

6 days ago | advisorpedia.com | Douglas Heikkinen

When markets get choppy, financial advisors often shift into “defense” mode, focusing primarily on calming anxious clients and protecting existing relationships. And rightly so. While it’s crucial to provide reassurance during volatile times, focusing exclusively on damage control can cause advisors to overlook opportunities for growth through referrals and new client acquisition.
Markets Surge Again: How Trump’s Trade Deal Comments Sparked a Stock Rally

1 week ago | advisorpedia.com | Jose Torres |José Torres

Stocks are soaring as a trade deal between London and Washington bolsters optimism that more negotiations may be nearing completion. Market watchers are especially turning their attention to Geneva, where the US and China will attempt to work out differences this weekend. But risk assets caught another tailwind after President Trump said, “you better go out and buy stocks now,” and equities are now higher on the week following the slow start.
Advisors, Don’t Be Clingy With Antiquated Technology

1 week ago | advisorpedia.com | Todd Shriber

There’s a story going back several years that the California Department of Motor Vehicles (DMV) was operating on 1980s technology. Imagine that. The state that’s home to Apple, Google and a slew of other hardware and software companies running its DMV on four-decade-old tech. It’s not urban lore, either. In early 2019, Gov. Gavin Newsom created the DMV Reinvention Strike Team, an acknowledgment that the DMV in the largest, most tech-centric state needed to do better.
How to Analyze Public and Private Portfolios Together: A Game-Changer for Wealth Managers

1 week ago | advisorpedia.com | Bill Hortz

The adoption of alternative investment options inside client portfolios has been driven by greater accessibility and the search for higher returns, better diversification, and enhanced risk mitigation. Additionally, the growing sophistication of investors and their desire for personalized strategies are pushing advisors to explore alternative options.
Low Fees Sure Do Benefit Long-Term ETF Investors

1 week ago | advisorpedia.com | Todd Shriber

There’s no denying that advisors and investors gravitate to low-cost exchange traded funds. Scant annual expense ratios go a long way toward explaining why Vanguard and Charles Schwab are the second- and fifth-largest ETF issuers, respectively. Recent expense ratio cuts on dozens of Vanguard ETFs confirm that issuer’s commitment to keeping costs low, meaning long-term investors keep more of their hard-earned money over extended holding periods.