BrokerCheck Links in Twitter Profiles? No Way, BDs Tell FINRA
In comments on FINRA's revised plan to require links to BrokerCheck, rules on social media and other third-party sites draw particular ire from broker-dealer groups.
Are You Turning Off Younger Clients?
Many advisors mistakenly use boomer tactics when talking to Gen Xers and millennials. If you want to reach younger clients, here’s how to proceed.
Top 10 Technology Trends for Advisors and Their Partners: Pt. 10, Crowdsourcing
Tough to find the right or inexpensive resource or person for a specific task? Consider outsourcing to the crowd