New Messaging App May Help Hook Millennial Clients
A new app could have implications for advisors’ client communication strategies, particularly their millennial clients.
Coordinate Retirement Withdrawal Strategies to Generate Most Income
Advisors can “raise the bar” on Social Security advice by coordinating clients’ account withdrawals and claiming strategies.
Hootsuite Launches Financial Advisor Compliance Solution
Hootsuite recently launched a social media solution designed to help advisors use social media more efficiently while staying in compliance.
SEC Waging Enforcement ‘War’ on Advisors: Giachetti
Tom Giachetti of Stark & Stark says the current SEC and its chairwoman Mary Jo White are the “most aggressive” he’s ever seen.
Big Data, E-Advisors Driving Advisor Tech: Bruckenstein
At the Junxure Advisor Conference, Joel Bruckenstein, publisher of Technology Tools for Today, gave advisors his outlook on the fintech industry.
Advisor ‘Uberization Anxiety’ Fraying Bonds With Clients
As clients get used to having needs met immediately through technology, advisors have to rethink how they interact with them.
Building Trust Key to Overcoming Client Roadblocks
Trust is still an issue in the financial services industry, Zahira Lehri of SunTrust said at the IRI Vision annual conference.
What Is the 2016 Election About? Nathan Gonzales Attempts to Clarify
What draws people to Trump? Can he win or will Clinton hang on? The Rothenberg & Gonzales Political Report’s Nathan Gonzales explains.
How Your Client's Feelings Can Improve Your Leadership Style
Survival depends on our ability to trust one another, Simon Sinek said during the closing keynote at the eMoney Advisor Summit.
Client Focus, Organic Growth Crucial to Advisor Success: eMoney Summit
Fidelity’s Mike Durbin says that in the “fragmented” financial services industry, client-centric firms that can grow organically will be the winners.