Why, and How, Advisors Should Podcast: TD Ameritrade
By Jeff BermanWhen it comes to podcasts and flash briefings, clients want "brevity, levity and familiarity," TD Ameritrade's Dani Fava says.
May 14, 2020
Goldman to Buy Folio FinancialWith this deal, Goldman "fills in the last piece" of its wealth management ecosystem, consultant Gavin Spitzner says.
May 14, 2020
3 Top Ways to 'Touch' Clients in a PandemicYou can show empathy not in automated messages but through personal texts, DMs, emails and calls to your clients.
May 14, 2020
SEC Launches PPP Loan Sweep of Public CompaniesThough the enforcement probe is focused on public firms, advisors could be questioned on PPP loans in their next exam, a lawyer says.
May 13, 2020
2 Ways to Boost Staff Morale — RemotelyThere are steps to keep your advisory firm's culture alive, even as your employees work from home during the pandemic.
May 13, 2020
Hightower Launches Virtual Education Program for Its AdvisorsFour separate courses are being offered, and more are expected in the future.
May 13, 2020
Envestnet, Investment Advisor Announce Asset Manager and Strategist of the Year FinalistsMany of these asset managers demonstrate the extra skill it takes to exceed bull market returns.
May 13, 2020
Alts Platform iCapital to Buy Rival ArtivestIn other fintech news, TradingFront rolls out a new platform for RIAs in partnership with custodian Interactive Brokers.