The Promise Of The Recruiting Pitch. The Reality Of Joining The Ranks

In the Media

How Often Do The Two Align After An Advisor Signs On The Dotted Line? By Janeesa Hollingshead September 10, 2024 https://wealthsolutionsreport.com/2024/09/10/the-promise-of-the-recruiting-pitch-the-reality-of-joining-the-ranks/ For a wealth management enterprise recruiting top talent, reputation in the marketplace and an ability to both differentiate itself and effectively promote its culture and resources are the jumping off points for every conversation…

Investors react to fiery presidential debate between Trump and Harris

In the Media

By Staff September 11, 2024 https://www.reuters.com/world/us/investors-react-fiery-presidential-debate-between-trump-harris-2024-09-11/ U.S. stock futures slipped and the dollar edged lower in early Asian trading on Wednesday as Republican Donald Trump and Democratic Vice President Kamala Harris faced each other for the first time, with some analysts saying Harris put in a slightly stronger performance. Online prediction market PredictIt’s 2024 presidential…

Deals & Recruiting Roundup: LPL, WEG, AssetMark, Sound Income Group And More

In the Media

M&A By LPL, WEG, Mercer, Mariner, Mesirow And GTCR. Recruitments By WFA, Cetera And RBC. Sound Income Group Rebrands Consulting Unit. Catchlight Introduces Lead Routing Model. Bluespring Appoints New President. By Chris Latham September 10, 2024 https://wealthsolutionsreport.com/2024/09/10/deals-recruiting-roundup-lpl-weg-assetmark-sound-income-group-and-more/ This edition of the Deals & Recruiting Roundup covers LPL agreeing to acquire The Investment Center, Wealth Enhancement…

September is historically a scary month for stocks. Why not “market time” it?

In the Media

September seasonality is once again weighing on stocks. Advisors discuss how they handle the market’s trickiest month. By Gregg Greenberg September 10, 2024 https://www.investmentnews.com/equities/september-is-historically-a-scary-month-for-stocks-why-not-market-time-it/257067 Forget “Beetlejuice, Beetlejuice, Beetlejuice.” For financial advisors and their clients, it’s “September, September, September” that seems to summon the market’s devilish spirit. With all due respect to Beetlejuice Beetlejuice director Tim…

September is historically a scary month for stocks. Why not “market time” it?

In the Media

September seasonality is once again weighing on stocks. Advisors discuss how they handle the market’s trickiest month. By Gregg Greenberg September 10, 2024 https://www.investmentnews.com/equities/september-is-historically-a-scary-month-for-stocks-why-not-market-time-it/257067 Forget “Beetlejuice, Beetlejuice, Beetlejuice.” For financial advisors and their clients, it’s “September, September, September” that seems to summon the market’s devilish spirit. With all due respect to Beetlejuice Beetlejuice director Tim…

Sound Income Group Rebrands Consulting Unit

In the Media

Consulting, Coaching And Marketing Services Provider Advisors’ Academy Rebranded To Sound Income Academy James Miller Sept. 6, 2024 https://wealthsolutionsreport.com/2024/09/06/sound-income-group-rebrands-consulting-unit/ Financial services company Sound Income Group rebranded its consulting, coaching and marketing division to Sound Income Academy to better align with the focus of the broader organization. Founded as Advisors’ Academy in 2006, Sound Income Academy provides a training platform…

Sound Income Group Rebrands Consulting Unit

In the Media

Consulting, Coaching And Marketing Services Provider Advisors’ Academy Rebranded To Sound Income Academy James Miller Sept. 6, 2024 https://wealthsolutionsreport.com/2024/09/06/sound-income-group-rebrands-consulting-unit/ Financial services company Sound Income Group rebranded its consulting, coaching and marketing division to Sound Income Academy to better align with the focus of the broader organization. Founded as Advisors’ Academy in 2006, Sound Income Academy provides a training platform…

Sound Income Group Sharpens Brand Focus with Relaunched Coaching Division

In the Media

The diversified financial services company in Florida is reaffirming its focus on income with a rebrand of its consulting and marketing arm for independent annuity producers. By Leo Almazora September 4, 2024 https://www.investmentnews.com/rias/sound-income-group-sharpens-brand-focus-with-relaunched-coaching-division/256992 Sound Income Group, a diversified financial services company in Florida, is making its support for income-focused advisors loud and clear with a…

What happens if munis lose their tax exemption? Advisors weigh in.

In the Media

Uncle Sam is sitting on a mountain of debt and needs to find revenue wherever it can. By Gregg Greenberg July 23, 2024 https://www.investmentnews.com/investing/news/what-happens-if-munis-lose-their-tax-exemption-advisors-weigh-in-255618 Tax-free municipal bonds have traditionally been the cornerstones of high-net-worth investor portfolios. So what happens if those tax-free benefits go away? Wells Fargo & Co.’s head municipal bond strategist Vikram Rai…

I Became Known As The Income Guy

In the Media

Dave Scranton, founder of Sound Income Group, remembers the day he made a critical shift in his investment strategy. It was a move that would make Scranton a sought-after mentor in retirement income and lay the foundation for three businesses. “At the beginning of 1999, the stock market was at a record high, with price-to-earnings…