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.
How to Communicate Compliantly With Social Media
Social media can be a complicated subject, especially considering the variety of ways advisors can adopt and leverage the channel.
6 Steps to Using Social Media to Build Your Advisory Business
Being trusted, engaging and responsive on social media outlets are keys to success when communicating online.
Enforcement Roundup: Stock Scam by New Yorker Used to Pay for Vacation, Plastic Surgery
Meanwhile, Rajaratnam brother to pay more than $840,000 for insider trading.
Don’t Let Clients Take Their Passwords to the Grave
Digital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.