What SEC’s Recent Social Media Guidance Means for Advisors
It is important to understand exactly what the guidance update on using testimonials via social media has and has not changed.
Where Edward Jones Is Tapping Talent
The brokerage has revamped its recruiting strategy—with dramatic results.
CFP Board to Investigate CFPs for Inaccurate Comp Disclosure
Chair Ferrara says Board will compare public information with Board website listings to identify inconsistencies, starting with CFPs who call themselves "fee only."
Bright Spots Offer Hope for Indonesian Economy
Three sectors are leading the way after the fall of the nickel market.
Michael Kitces, Nerd Who Does It All: The 2014 IA 25 Profile
One has to wonder how Michael Kitces does it: the advisor, blogger, Twitterphile and industry speaker is constantly evolving and taking on new challenges.
Advisors ‘Struggling’ to Get Most Out of Social Media as Its Popularity Grows: Study
Advisors’ attitudes toward social media are changing for the better, but few are maximizing its business-growing potential, according to American Century.
10 Most Influential Advisors on Social Media: BrightScope
These advisors “are models of how to use social media to grow a successful advisory business and a personal brand in the marketplace,” says BrightScope.
Investors Flee Bubbly Valuations, Seek Value: TrimTabs
TrimTabs CEO David Santschi says investors have made a massive shift from growth to value stocks this spring, creating opportunity for traders sifting through carnage.
Kidnappings by Terrorists Raise Concerns for Nigeria Investors
The kidnapping of hundreds of girls by the Boko Haram terrorist group thrusts the emerging nation's security problems into the spotlight.
What Advisors Can Learn From Software Makers
Advisors can learn something from robo-advisors, too, says Fortigent CEO Jamie McIntyre.