On Social Media, Cut Through the Compliance Clutter and Connect
Hootsuite talks with pros in regulated industries about the challenges standing between their social media presence and forging deeper client connections.
3 Reasons Robo-Advisors Are Taking Off
Robo-advisors have proliferated, but why? Bill Doyle of Forrester Research gave three reasons during a Schwab Impact session.
Are Robo-Advisors Poised to Take Over?
Wealthfront and Xignite, a cloud-based market data firm, lay out the case for why they are the future of wealth management.
SunGard Launches Mobile Report Access App for Advisors
The new app, which is also available on mobile tablets, facilitates increased collaboration and effectiveness of client meetings.
Top Portfolio Products: First Trust ISE Cloud Computing Index Fund; Goldman India and Korea Funds
This week in new products, ISE announced a First Trust cloud computing ETF while Goldman Sachs launched funds focused on India and Korea.
Financial industry popularity at all-time low
Honestly, is anyone surprised? But investment house pain is insurance company and financial advisor gain. A new survey from Forrester Research finds more clients trusting...
Advisors and social networking: More than LinkedIn
As we mentioned previously, if you're unfamiliar with the marketing value of social networking sites like Facebook and MySpace, you're probably typing up your promotional...
An Area of Concern?
We asked Bruce Temkin, a VP at Forrester Research, his thoughts on why Forrester's survey revealed such a high proportion (72%) of Gen X males...
Keep Them Satisfied
You know that clients' feelings about money can have a dramatic effect on the financial plans you craft so carefully for them. Their attitudes on...
It's common knowledge that the traditional marketing model is outdated and irrelevant. Although television, radio and newspaper advertising is far from being totally inconsequential, we...