Prospect Clients
Explore the latest industry news and advice that can help financial advisors attract new investor clients.
BofA Reports 47% Jump in Merrill, Private Bank Profits: Q4 Earnings
By Jeff BermanThe firm's wealth management unit ended Q4 with 18,846 advisors, about flat versus Q3.
January 11, 2022
RIA Says Being Black, Under 30 Makes Him a 'Unicorn'RIA founder Samuel Deane explains the importance of having a niche and why he sees industry efforts to improve diversity as lip service.
January 10, 2022
How 8 Simple Questions Can Reveal Potential ClientsYou meet people all the time. You make polite conversation. What can you learn?
January 06, 2022
RIAs Expect M&A Surge to Continue in 2022Survey respondents cited high valuations, aging of firm founders and proliferation of serial acquirers as reasons, DeVoe & Co. reported.
January 05, 2022
Why Cash Flow Planning Is the Advice Clients WantGeneric retirement planning is no longer the answer.
December 31, 2021
Good Riddance: All the Things Wall Street Won't Miss About 2021Here are a few topics that tormented analysts and other financial professionals over the past 12 months.
December 30, 2021
15 Most Health-Conscious Cities in the U.S.The ranking done by ValuePenguin focuses on access to eight amenities, like gyms, parks and playgrounds, as well as healthy food options.
December 29, 2021
12 Mistakes to Avoid When Doing the Party CircuitYou're at a New Year's Eve party, but it still means business for you. Here are a dozen don'ts to make the best of the event.