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When I read the news a few weeks ago that Elon Musk had offered to buy Twitter, I wrote this: Twitter is too important to be owned and controlled by a single person. The opposite should be happening. Twitter should be decentralized as a protocol that powers an ecosystem of communication products and services. — Fred Wilson (@fredwilson) April 14, 2022.
Hubly analyzed 60,000+ workflows managed by 100+ RIA firms and discovered that the majority of tasks and workflows are completed by back office employees.
Dear Mr. Market: Does the old stock market adage of “sell in May and go away” make sense? We’ve actually written about this one spring about nine years ago where we actually advocated taking some chips off the table, however it had less to do with a cute stock market rhyme and more due to profit taking. Where are we at now going into May and is this allegedly poor seasonal time of year appropriate to sell or perhaps not?
What is SEO? Search Engine Optimization (SEO) is a set of strategies that are created to relay signals of relevancy and authority to the search engines. When implemented properly, these strategies will help your advisory firm to rank for your desired keywords. While there are hundreds of known, suspected, and unknown factors that Google measures, this article will focus on those signals that are commonly recognized by the SEO industry as being relevant.
What is SEO? Search Engine Optimization (SEO) is a set of strategies that are created to relay signals of relevancy and authority to the search engines. When implemented properly, these strategies will help your advisory firm to rank for your desired keywords. While there are hundreds of known, suspected, and unknown factors that Google measures, this article will focus on those signals that are commonly recognized by the SEO industry as being relevant.
During our recent trip to Brazil, my wife and I visited the Sitio Eliza coffee plantation in Mandaguari, a rural city in the Brazilian state of Parana. While touring the plantation, I had the privilege of spending a good deal of time talking about the coffee business with the plantation’s owner, Jose Carlos Rosseto, who is the third generation in his family to manage the plantation.
Melanie has only worked in financial services for less than a year and is already a top back office worker according to the work she's completed in Hubly. She has picked up Hubly quicker than you can drink your coffee in the morning and in less than a year is already a super-user!
Exchange-traded funds (or ETFs) are a popular way to invest, and for good reason. They hold collections of investments like stocks or bonds, and are a convenient, tax-efficient way to build a diversified portfolio. The vast majority of ETFs passively track indexes, meaning they try to match the return of the index (rather than outperform […]. The post How Should I Evaluate an ETF?
Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event on Tuesday, May 3 rd at 12:10 PM EST. . Following a week at the virtual Heckerling Institute, Marianela will share what she learned about recent state and federal estate planning developments.
Almost every time I do something weird with my business to the point that anyone I tell laughs at it, those are the times of my highest effectiveness. If I were a financial advisor wanting to grow my business, I would do it weird as hell. Niched down like hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.
Leon Chen has been named to GrowthCap’s list of Top 25 Healthcare Investors of 2022. According to GrowthCap, the top… The post Leon Chen has been named to GrowthCap’s list of Top 25 Healthcare Investors of 2022. appeared first on Kayne Capital.
Tobias Financial Advisors is proud to announce that our COO Edgar Collado will be presenting at the T3 Technology Conference for Advisors on May 4 th , 2022 in Dallas, Texas. The T3 conference is a practice management and technology event for independent and hybrid advisors that gives timely information on how to build a more efficient and profitable business.
Category: Client Relations. The role of women in this world is changing and many choose to be still unaware of it. In 2021, the United Nations Women announced the International Women’s Day theme as ‘Women in leadership: Achieving an equal future in a COVID-19 world’ in order to applaud the tremendous efforts of women around the world for preparing a more equal future for women in the midst of the Covid-19 pandemic.
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