Make Yourself Stand Out to Close the Sale

Published on April 2, 2025

In this column, I’ll share some marketing secrets I’ve seen work well, whether you are trying to do lead gen or whether you are in a “finals” situation competing against other advisors, or whether you are talking with a prospect in your office.

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Commonwealth Wins Reversal of $93M SEC Revenue Sharing Penalty

April 2, 2025
A court last year found Commonwealth liable for failing to disclose a mutual fund revenue-sharing pact.      Related StoriesExternship Program for Future Planners Returns for 6th SummerSchwab's Sonders: Mega-Caps Could Fall Further, Dragging Down Rest of Stock MarketDual Acquisitions Bring Nearly Another $1B to Mercer

P/E10 and Market Valuation: March 2025

April 2, 2025
Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 26.1 and the latest P/E10 ratio is 34.7.