Considering what's happening in the markets, it's unsurprising that so many friends in the media are engaging financial planners to get some thoughts and opinions for their stories. It's so gratifying that so many of them are using FPA MediaSource to get that perspective from FPA members! In just the past 24 hours, the system has sent 22 queries to #CFPpro members of FPA, including The Wall Street Journal, CBS News, Barron's, Investopedia, InvestmentNews, ThinkAdvisor, CNBC, MarketWatch, Fortune, and many others. If you're not taking part, you're missing out! https://lnkd.in/eMJeNS-F Financial Planning Association (FPA) #financialplanning #media
How FPA MediaSource helps financial planners
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In the latest #WeeklyMarketCommentary: Last week, LPL Financial hosted FOCUS in sunny San Diego, bringing together nearly 9,000 financial advisors. The LPL Research team connected with attendees, gaining invaluable insights on the capital markets. Check out our latest Weekly Market Commentary for key takeaways and the most frequently asked questions from the event! https://lnkd.in/gDRisjYM
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In this episode of Markets Plus, host Dr. Laurence B. Mussio, Special Advisor to the CEO, BMO Financial Group and Chair of the Long Run Institute, sits down with Professor John D. Turner, co-author of the best-selling book “Boom and Bust: A Global History of Financial Bubbles,” to focus on connecting the present to the past through financial cycles. http://spr.ly/6048UJG80
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We are proud to share that Howard Bailey Financial has been named one of America’s Top Financial Advisory Firms by Newsweek! 🌟 Of the 15,000+ SEC-registered firms evaluated, we rank among the top four in Indiana—a testament to the power of our team-driven approach and the strong relationships we’ve cultivated with those we serve. Thank you to our team and clients who make our mission possible. We look forward to another great year of transforming uncertainty into opportunity and to turning financial goals into reality. #RetireWithPurpose #FinancialPlanning #TopAdvisoryFirm .... On November 22, 2024, Howard Bailey Financial was named to Newsweek’s Top Financial Advisory Firms for 2025. No compensation was provided to Newsweek to obtain inclusion on the list, but there is a licensing fee to utilize the Newsweek logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on https://lnkd.in/gUwUVAY4.
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In this episode of Markets Plus, host Dr. Laurence B. Mussio, Special Advisor to the CEO, BMO Financial Group and Chair of the Long Run Institute, sits down with Professor John D. Turner, co-author of the best-selling book “Boom and Bust: A Global History of Financial Bubbles,” to focus on connecting the present to the past through financial cycles. http://spr.ly/6046UJ1UQ
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Check out this terrific interview with Lori Brock of Gray Media Media, longtime Media Financial Management Association board participant and incoming #treasurer, on the most pressing challenges #finance pros face, and why #MFM is a lighthouse in the storm. Board Member Insights: Media Industry Challenges, Opportunities, and the Role of the Media Financial Management Association https://ow.ly/e0NS50SZI0r
Board Member Insights: Media Industry Challenges, Opportunities, and the Role of the Media Financial Management Association (VIDEO)
mediavillage.com
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Introducing our "One Minute with Joe" video series, featuring Joe Cappitelli, General Manager of Dow Jones Newswires, where he offers insights & key product updates for the financial industry: https://bit.ly/3Cg6W82 Learn more about the most widely distributed newswire for financial professionals. #DowJonesNewswires #1MinuteWithJoe #FinancialIndustry
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Amid thousands of exclusive stories broken by WSJ and Dow Jones Newswires reporters in 2024, our editors selected 90 profoundly impacting the financial markets. Dow Jones Newswires customers got the news first because we reported it first. #YearInReview #ImpactfulJournalism #FinancialMarkets #News #DowJonesNewswires
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We recently had the pleasure of hosting a fireside chat for our wealth management clients at the Rodin Museum in Philadelphia. The event featured insightful discussions led by our CIO Niladri Mukherjee and moderated by Director of CIO Communications Ali Dellinger. Neel shared valuable insights into the financial markets, addressing recent volatility and key economic developments that occurred this year, providing our clients with valuable insights to navigate today's complex market landscape. Empowering this inspiring group of clients with the perspective and partnership to help accomplish their financial goals is truly rewarding. #TIAAProud #WealthManagement #TIAAWealthManagement #DifferenceMakers
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We recently had the pleasure of hosting a fireside chat for our wealth management clients at the Rodin Museum in Philadelphia. The event featured insightful discussions led by our CIO Niladri Mukherjee and moderated by Director of CIO Communications Ali Dellinger. Neel shared valuable insights into the financial markets, addressing recent volatility and key economic developments that occurred this year, providing our clients with valuable insights to navigate today's complex market landscape. Empowering this inspiring group of clients with the perspective and partnership to help accomplish their financial goals is truly rewarding. #TIAAProud #WealthManagement #TIAAWealthManagement #DifferenceMakers
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We recently had the pleasure of hosting a fireside chat for our wealth management clients at the Rodin Museum in Philadelphia. The event featured insightful discussions led by our CIO Niladri Mukherjee and moderated by Director of CIO Communications Ali Dellinger. Neel shared valuable insights into the financial markets, addressing recent volatility and key economic developments that occurred this year, providing our clients with valuable insights to navigate today's complex market landscape. Empowering this inspiring group of clients with the perspective and partnership to help accomplish their financial goals is truly rewarding. #TIAAProud #WealthManagement #TIAAWealthManagement #DifferenceMakers
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