SEC Wants Big Form ADV Changes
The SEC has approved a plan to require advisors to provide more data on separately managed accounts, branch offices and social media on Form ADV.
The Digital Advocate: Your LinkedIn Centers of Influence
Advisors shouldn't just dabble in social media. Embrace LinkedIn in particular to reach COIs and professional advocates.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
How Well Does Your Firm Virtually Serve Your Clients?
Take a moment and think about how many different ways you access information in the virtual world.
8 Tips to Balance Your Personal, Professional Lives on Social Media
Here are 8 tips to help you present your personal side on social media while maintaining a professional presence.
Online Art Sales Gather Steam Among Buyers
Global online art and collectible sales platforms took a big leap forward last year as the online art market reached $2.6 billion.
Envestnet’s 2015 Advisor Summit Makes Clients the Focus
Coach K, Duke University’s legendary basketball coach, is one of many special guests at this year’s upcoming Envestnet Advisor Summit.
Rogoff: This Time Is Not Different (That’s a Good Thing)
Economic historian Ken Rogoff says pessimists are wrong to assume that "this time is different" and that we’re heading into an era of secular stagnation.
Raymond James Keeps Up Social Media Push
The firm says close to two-thirds of reps are up and running on Facebook, Twitter and LinkedIn.
Hearsay Social’s New Curated Content Tool Moves Beyond Finance
The tool lets advisors access preapproved content on everything from lifestyle news to sports in order to help build a brand that reflects their personality.