Salesforce Releases Cloud CRM for Wealth Managers
The Salesforce Financial Services Cloud is only available for previews now, but general availability is slated for February.
PayPal, Amazon Could Give Banks and Credit Unions a Run for Their Money
Banks and credit unions could be under pressure to innovate as younger clients are more open to alternative financial services providers, a survey found.
How (Not) to Name Your Advisory Firm
Advisors who want to name a firm after themselves should think twice, says Christopher Norton of marketing firm Blu Giant.
Advisors Messing Up on Making Millennials Their Clients, Advisors Say
Fifty-six percent of advisors in Hartford Funds’ Advisor Anxiety Survey said they did less to attract millennials than they did to attract other groups.
New Hire Roundup: Franklin Templeton Adds Macey to Retirement Solutions Team
Meanwhile, UBS welcomes a team of advisors from Morgan Stanley Wealth Management.
Crashing the Boy’s Club: Tips for Female Millennials to Break Into Advisory Industry
Two women at the helm of a new initiative at Lincoln Financial Network tackle the boy’s club image attached to the financial services industry.
Ex-Morgan Broker Loses Fight With FINRA Over ‘Forgivable’ Notes
Breakaway broker Nick Ragone, who claims “FINRA colludes with firms,” is livid over a ruling on $400,000 in bonus promissory notes.
Are You Zooming In or Zooming Out? Challenging Conventional Strategic Planning
John Hagel, co-chairman of Deloitte's Center for the Edge, says the best-performing companies deploy a strategic planning approach he refers to as “Zoom In-Zoom Out.”
Fidelity National Said in Exclusive Talks to Acquire SunGard
The current SunGard deal is valued at $8.3 billion, down from its $11 billion price tag in 2005.
Want Video? You Should, and Fidelity Wants to Help
Advisors who use Fidelity's custody or clearing services now have access to two kinds of assistance with video-making — and marketing to new clients.