Welcome to the World of Online Financial Advisor Reviews
The SEC’s decision to let advisors use customer reviews could be extremely beneficial for top-rated advisors’ bottom lines, as other industries’ experience has shown.
Make the DOL Fiduciary Headlines Work for Your Retirement Practice
Advisors can use the current media focus on fiduciary standards and retirement planning to fuel their growth.
Raymond James Taps Former Morgan Stanley Exec for West Coast Growth
Rick Sanchez comes on board in the San Francisco area to expand branches and recruiting for the employee channel.
The Case Against Fee Disclosure: Good Idea; Bad Timing
Should RIAs increase fee disclosures to clients? It's a good idea, but considering the brokerage industry's marketing expertise, now may not be the right time.
Twitter: A Powerful Social Media Tool Advisors Can’t Ignore
Using these Twitter “listening tips” will help you better understand your industry, clients and prospects.
Keeping Up With the Robo-Race
Efforts to help advisors beat back potential competition from robo-advisors continues this year with two recent offerings—one born of a collaboration between Vanare and NestEgg Wealth, and another from social media company Hearsay Social.
How to Choose an Account Aggregation Tool
Account aggregation technology has been available in various forms for many years.
Rewriting a Great Cold Call Script
Do not settle, even for greatness, Bill Good writes. Even the best cold calling script ever written can be better.
Best Finance Tweets of the Month: February 2015
How economics nerds celebrate Valentine's Day, what Janet Yellen must really think of Audit the Fed, and more highlights from the Twittersphere this month.
XY Planning Brings Betterment Institutional to Next-Gen Clients
A partnership between XY Planning Network and Betterment Institutional, an end-to-end digital solution for RIAs, will provide services to smaller accounts.