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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#893061

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Finance/Investing

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Articles

The One Type of Investment Every Smart Portfolio Should Have

3 days ago | advisorpedia.com | Malcolm Ethridge

Investors often chase the next big thing, focusing on the latest headlines and quarterly earnings beats. But the most resilient portfolios—the ones that weather market shocks and grow meaningfully over decades—aren’t built on speculation. They’re built on conviction. At the core of these portfolios lies what may be best described as “anchor investments,” which are a small handful of high-conviction stocks that act as the ballast of a long-term investment strategy.
How Long $2 Million in Retirement Will Last in Every State

4 days ago | advisorpedia.com | Lance Roberts

For many Americans, accumulating $2 million in retirement savings is a significant milestone. However, the longevity of these savings can vary greatly depending on the state in which you choose to retire. Factors such as cost of living, taxes, healthcare expenses, and lifestyle choices all play a role in determining how far your retirement funds will stretch.
The Subject Matter Expert’s Guide to Thought Leadership That Converts

4 days ago | advisorpedia.com | Lee W. Frederiksen

Sometimes it seems that every subject matter expert aspires to be a thought leader. And why not? It seems like a great thing to be, like a “trusted advisor” or a “team player.” But what does it actually mean to be a thought leader? How do you become one? Is it in fact a good marketing strategy for the professional services firm? The answers to these questions, and more, are what we will cover in this post. Let’s start with an understanding of what thought leadership marketing actually is.
How Can 20 Somethings Afford Their Lifestyles?

5 days ago | advisorpedia.com | Bryce Sanders

Connecting on LinkedIn is really worth the effort. Over the weekend we entertained a married couple of accounting professors at our home in Bucks County. We initially met as LinkedIn connections. Messaging became lunch. Lunch became lunch and dinner with spouses. Dinner became weekend visits as a friendship developed. Over breakfast we talked about a question puzzling many people. How can young people today afford to live in New York City?
Don’t Trust It Until You See the Whites of Their Eyes: The Alarming Rise of Deepfake Fraud

5 days ago | advisorpedia.com | Chris Skinner

Some years ago an elderly gentleman entered the lobby of one of Britain’s biggest banks demanding to talk to someone about the £5 million he had been given by David Cameron. A senior manager at the bank took the gentleman to a consultation room, and it turned out that the man had been notified of a lottery win run by the government and, to claim it, he just needed to give his bank details.
Abstraction: Good for Art, Bad for Compounding

6 days ago | advisorpedia.com | John Neff

Written by: John Neff | Akre Capital Management “Compounding” is a word often used among investors to describe what they hope to achieve for their capital. Compounding is invoked so frequently that one would think it was the standard aim and practice among investors. Aim? Perhaps. Practice? We are less sure. The uncertainty stems from our long-held view that compounding capital is a distinct discipline with distinguishing characteristics rarely found in practice.
How Wealth Management Is Evolving Into a Shared Tech Ecosystem

6 days ago | advisorpedia.com | Bill Hortz

A business operating environment being driven by a “compounding” rate of industry change, as we have today, necessitates both a wide-scale operational and fundamental strategy reappraisal. Increasingly, we are realizing that a transformation is needed in the traditional “way of doing business” into a more scalable, flexible, and ongoing dynamic approach to, not just survive rapid change, but be able to harness it successfully for competitive advantage.
The Power of the Obvious: Why Meeting Expectations Can Be a Surprising Delight

1 week ago | advisorpedia.com | Shep Hyken

Just in case you didn’t know, I have a weekly customer service and CX podcast, Amazing Business Radio, that has been running for 12 years. Each week, I get the honor of interviewing some very smart people. Recently, I met Eric Stone, author of Jumpstart Your Workplace Culture. One of the topics we discussed was the WOW experience. Before we go further, I have always had concerns about organizations that attempt to WOW their customers at every interaction. It’s just impossible to do.
Nvidia Shines, Fed Eases: Are the Bulls Back for Good?

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

Stocks are advancing on the back of strong earnings from Nvidia that signaled robust AI momentum amidst elevated demand for semiconductor technology. Treasurys are gaining as well, because weaker-than-expected economic data has bolstered rate cut anticipations while subduing inflation expectations. But the most significant news occurring is a legal standoff between the Trump administration and the US Court of International Trade which blocked the Commander in Chief’s signature tariff plan.
Is a Vacation Home Worth It? 6 Considerations to Help You Decide

1 week ago | advisorpedia.com | Ross Levin

In Minnesota, people love their cabins. The experiences and memories our cabins give us are irreplaceable. Wellies and rain suits, hanging by the shore looking for frogs, watching fireworks over the lake on the Fourth of July, driving slowly at night, hoping to spot deer, fires in the fire pit and games on the porch. And then our kids get older, with sports and activities occupying their weekends. Maybe we eventually decide to sell the cabin.