Keep Track Of What’s Trending

In this Forbes Finance Council article published on October 12, 2023, finance professionals and leaders share 18 resources to help stay informed about industry trends. The contributors emphasize the importance of continuously enhancing one’s knowledge base in the dynamic world of finance. The resources cover a broad spectrum, catering to both seasoned industry leaders and aspiring finance professionals. Some key recommendations include:

#1 – Financial Advisor Nick Murray: 

Known for his pragmatic approach, Murray’s guidance aligns with financial planning philosophy. Thus, incorporating sources like The Wall Street Journal and Yahoo Finance. – Loren Rojas, Northwestern Mutual

#2 – Family Wealth Report: 

Providing relevant insights into best practices in the family office sector. This resource helps professionals anticipate the impact of financial movements on their teams and clients. – Evan Jehle, FFO LLC

#3. Finance News on Reddit: 

Reddit’s Finance News column is highlighted for its real-time discussions, community-driven content, and cost-effectiveness compared to other platforms like AlphaSense and FactSet. – Karim Nurani, Linqto

#4 – Other Industries: 

Finance professionals are encouraged to explore practices in other industries. Attend events and network with professionals outside their field to gain diverse perspectives. – Julie DeLong, Backyard Bookkeeper

#5 – Financial Industry Groups: 

Participation in formal and informal groups, such as the Investment Adviser Association. The CFP Board, offers educational opportunities and valuable insights through peer interactions. – Sonya Thadhani Mughal, Bailard, Inc.

#6 – Harvard Business Review: 

The Harvard Business Review helps their readers stay abreast of the latest financial trends, strategies, and best practices.  It offers in-depth articles, research, and case studies. – Andreas Schweitzer, Artis Trade Invest

#7 – Mentors: 

Find an in-person mentor for personalized advice and guidance tailored to individual situations. – JD Morris, RHC 21 LLC (a SPE Fund) with family of Special Purpose Entities (SPE or SPV)

#8 – Bloomberg News and Financial Times: 

These financial news websites are likened to reliable friends offering the latest market trends and best practices. – Ryan Carroll, Wealth Assistants

#9 – X (formerly Twitter): 

Leaders describe as a go-to resource for industry trends, leadership best practices, and a wide range of topics. X (formerly Twitter) connects professionals directly to publications and valuable insights from industry leaders. – Matt Bochenek, Avant

#10 – The Wall Street Journal: 

The Wall Street Journal provides in-depth coverage of global financial markets and insights from experts. Experts recognize it as a go-to resource for staying updated on industry trends.- Jared Weitz, United Capital Source Inc.

#11 – Financial Executives International: 

Joining business networks like Financial Executives International provides access to educational programs and webinars on financial trends. – Dave Sackett, AIOne, Inc.

#12 – Reliable Authors: 

Identifying trustworthy authors and publications, such as John Mauldin, Barry Habib, Lacy Hunt, Peter Boockvar, and David Rosenberg.  It can help filter through the noise in the financial world. – Quinton Harris, Bank of England Mortgage

#13 – White Papers: 

Keeping ahead of industry trends involves studying white papers, researching leading companies’ roadmaps, and listening to earnings calls.  – Raghavkumar Parmar, MMA Pan Asia Fund Management

#14 – Internal Experts: 

Consulting with internal teams, including CPAs and in-house accounting departments. As well as utilizing audit tools and industry forums, provides reliable information. – Xan Myburgh, Backd Business Funding

#15 – Tech Leaders: 

Following tech leaders on social media, such as Kristo Kaarmann and Alex Rampell, provides insights into the future of finance. – Ram Palaniappan, EarnIn

#16 – Financial Peers: 

Networking with finance peers, participating in industry events, and staying informed through analyst reports contribute to a comprehensive understanding of trends. – Geetanjali Tandon, Ceridian

#17 – Conferences, Webinars, and Online Forums: 

Diversifying information sources by attending conferences, participating in webinars, and engaging in online finance forums ensures a well-rounded grasp of emerging trends. – Matt Johnner, BankLabs

#18 – LinkedIn: 

LinkedIn is recommended as a valuable resource for executives and financial professionals to stay updated on industry trends, market developments, and connect with a vast network of finance experts. – Neil Anders, Trusted Rate, Inc.