5 Digital Marketing Trends for Advisors in 2016: Deena Katz
The veteran wealth manager and academic argues for how advisors should use social media and other digital platforms now to succeed next year and beyond.
12 Worst Financial Advisors in America: 2015
Trading on religion and military service proved to be no barrier for some errant financial advisors.
Even Affluent Parents Aren’t Footing the Full College Bill
While affluent American parents plan to help their children out, they also expect them to contribute, BMO Private Bank President Darrel Hackett says.
7 Ways Advisors Can Add Clients, Stay Relevant
On a Morningstar panel, all the experts agreed that a solid value proposition is key to retaining and growing an advisor's client base.
Kotlikoff: Government, Employers Should Butt Out of Retirement Planning
“Americans have been taught that the government and their employers are going to take care of them” in retirement, Kotlikoff said. “That’s a big mistake.”
Top Portfolio Products: Schwab Adds Commission-Free ETFs
There are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
How Changing These Words Can Help Advisors Hook Clients
Slight changes in language can make clients more comfortable and receptive to your ideas, says Gary DeMoss of Invesco Consulting.
6 Words, Phrases to Avoid in Client Communications
Gary DeMoss, a director at Invesco Consulting, shares research on which words and phrases get a better response from clients.
NASAA Gets New President, Floats Elder Financial Abuse Rule
Like a rule proposed recently by FINRA, NASAA's plan allows BDs and advisors to delay disbursement of funds when financial exploitation against seniors is suspected.
Most Advisors Use Smart Beta, Whether They Know It or Not: Russell
“Defining ‘smart beta’ ... continues to be a point of confusion for financial advisors,” says a Russell report with several illuminating findings.