Hearsay Social Wants to Help Advisors Predict Client Behavior
The Predictive Social Suite will monitor social media and other channels for "signals" of events in clients' lives that often lead to buying decisions.
Want to Lure Millennials? Forget ‘Retirement Planning’
XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
Cetera Rolls Out Marketing Platform, Leaves Schorsch Drama in Dust
CEO Larry Roth says the network of broker-dealers is focused on building advisor results.
DIY Investing on a Growth Tear
Self-directed investment is growing much faster than the rest of the market, and online platforms' user bases are getting more diverse, a Scivantage study found.
Global Clients Need Global Advisors
Taxes, culture, time zones—advising a client a continent away, whether they’re there permanently or temporarily, is challenging.
10 Super Bowl TV Ads to Watch For
With 110 million viewers expected to Watch Super Bowl XLIX on Sunday, the best marketers in the world are pulling out all the stops.
TD Ameritrade CEO Tomczyk: ‘Not Obvious We’ve Hit Bottom’ on Oil Prices
As for where to invest, Fred Tomczyk thinks U.S. equities are still the way to go.
RIAs Rarin’ to Compete in 2015: TDAI Survey
“The steady movement of assets into the independent wealth management channel shows no signs of slowing,” TDAI's Nally said ahead of the firm's national conference.
New Hire Roundup: SEC Names Schneider Associate Regional Director for Pacific Northwest
Meanwhile, Advisor Software announced that Erik Jepson has joined as chief customer officer.
10 Super Super Bowl Numbers: 2015
Off the field, the stats don't lie about gluttony, gambling and other big-game behavior.