Fidelity’s Feingold: 5 Investing Strategies for 2015
Jeffrey Feingold of Fidelity Magellan, a fund with 16% average annual returns over the past half-century, discusses his investing themes.
Wirehouse Advisors Now Lead the Way on Social Media, Putnam Finds
Social media compliance is becoming less of a headache, and more and more firms are seeing their efforts pay off in new assets.
5 Ways to Build Trust With Women Using Social Media
Advisors can leverage social media to reach and build trust with female clients, who are already bigger users of social media than men.
Advisors Overwhelmingly Prefer LinkedIn Over Facebook, Twitter
New report from Practical Perspectives finds that 9 in 10 advisors use LinkedIn, far more than any other social media platform.
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.
Best Places for Commercial Real Estate Investments: Office Sector
In the post-recession period, a significant “value gap” has emerged between the top tier urban centers and the rest of the country.
Rodriguez, Faber, Arnott: Research’s 2015 Prediction Panel
John Buckingham and Nicole Gelinas round out Research’s expert investment roundtable, assessing opportunities and risks for the coming year.
5 Big Hiring Mistakes We Made and How to Avoid Them
Advisors can learn much from these personnel fumbles we made at our growing firm, says Katherine Vessenes.
SEC, FINRA Enforcement: Ticket-Brokering Pump-and-Dump Scheme Halted
Meanwhile, Merrill Lynch, Pierce, Fenner & Smith was censured and fined by FINRA on two separate issues.
10 Best Investing Sites for Mobile Users: 2014
What’s better, a mobile app or a mobile-optimized website? While most prefer the former, improved mobile sites are beginning to blur that distinction.