LinkedIn Yields Next-Gen Wealth Transfer Clients
Advisors are using LinkedIn to successfully reach younger wealth-management clients, says the National Bank of Canada and Hootsuite.
10 Most Successful YouTube Channels by Financial Firms: Q3
Even stodgy financial firms can produce viral videos playing on patriotism, Peyton Manning or lightening up with an office hip-hop dance.
In Search of the Best Financial Planning Software: My Choice
As my practice has grown so has my need for a better financial planning tool. I think I've got one, if a few details can be ironed out.
How Fiduciary Advisors Can Change Wall Street—Again
Ron Rogé and NAPFA pushed, and the public pulled, big brokerages to adopt an AUM model. The same can be done with a fiduciary standard.
No Talk of Cetera Spinoff, CEO Roth Says
As Cetera names winners of its Business Plan Challenge, CEO Larry Roth says "there's been no conversation around selling" the BD group.
Top 10 Cybersecurity Trends for Financial Services in 2015
Developments include threats to Middle East firms, war gaming and creation of “fusion centers.”
6 Ways to Lure Clients Graduating From Robo-Advisors
When investors outgrow automated advice, they’re going to look for a certain kind of advisor.
Bill Good’s 2-Year Plan for Advisor Success
A piece-by-piece approach to building your practice's assets.
Securities America Wraps Up $2.5B Insurance Acquisition
The latest deal brings the IBD to more than 200 advisors and an OSJ that sells variable insurance products.
My Advisor Technology Integration Plans for 2015
The larger an advisory practice becomes, the more important it is to integrate technology. Here's how I hope to progress next year.