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ETF licenses the name of Quincy Jones to draw attention to its fund

June 28, 2017

Quincy Jones is now at the helm of the ETF spaghetti cannon. In a new, potentially quixotic, attempt to stay relevant, distributors of exchange-traded funds are no longer content with branding their products with star investors like State Street...

Don't guess, grade your own social media performance with analytics

June 28, 2017

Sharing social media content is the easy part. When you think about it, anyone can type 140 characters and hit the tweet button, or post a status update on LinkedIn and Facebook. But what happens next? How do you find out if what you shared...

7 ways advisers are turning off potential clients

June 20, 2017

Financial advisers are likely losing prospects in ways they never thought mattered, but practice management and market experts say these actions can be relationship ending. Matt Matrisian, senior vice president of strategic initiatives at AssetMark,...

How to achieve social media success in 15 minutes or less

May 31, 2017

If you saved money on your car insurance in 15 minutes, congratulations. I needed at least a half-hour, but car insurance is not my specialty. Social media is my specialty, and when I say I can help you be better at it in 15 minutes or less,...

How financial advisers can drive more value into their practices

May 25, 2017

The increasing cost and complexity needed to operate as a financial adviser in today's environment is creating a market ripe for mergers and acquisitions. As costs are climbing and there are greater pressures on fees, margins are being compressed....

Top financial advisers' tips for landing seven-figure clients

May 15, 2017

Financial advisers with high-net-worth clients offer their best advice on how to sell a large client on your firm, and describe what they wish they had known before going into their first meeting with a whale.

8 secrets for advisers before writing that book

May 1, 2017

The fastest way for financial advisers to become an authoritative source is to write a book on their specialty, but the process is fraught with missteps, experts warn. Here are secrets to making it a successful marketing venture from Adam Witty,...

3 missteps that could stunt financial advisers' growth

May 1, 2017

Growth ambitions can easily cloud smart judgment calls. Sometimes advisers forget to look before they leap when they want to land a new deal or venture. And what happens next can result in wasted expenditures, hidden costs and ineffective results....

How to use technology for business development

April 25, 2017

Deploying certain technologies can be more effective at business development than hiring an additional planning professional. Systems that help financial advisers find connections to appealing prospects and digital marketing tools that automatically...

7 social media mistakes financial advisers should never make

April 18, 2017

Financial advisers should have some sort of social media presence. Think about it. There are more than 1.8 billion active users on Facebook alone. It is the most popular app used on smart phones. However, as great as social media can be for...

Expedite your sales with an organizational revamp

April 18, 2017

Jenny, an adviser at a $350 million financial planning firm in Southern California is a highly prolific networker in her community. She attends charity events, belongs to multiple boards, is heavily involved at her church, has recently been...

Robo-advisers offering incentives to attract new clients

April 13, 2017

The methods the nation's robo-advisers are using to attract new assets range from exposing how their algorithms improve performance and lower costs to straight out offering cold, hard cash. Free robo-adviser WiseBanyan pledges $20 for new clients...

Pepsi's Kendall Jenner TV ad misstep could happen to advisers

April 7, 2017

Pepsi's response to the outcry this week over its television ad featuring Kendall Jenner and protesters offering a soda to police is a reminder to advisory firms of the benefits of having a crisis communications plan. Communication professionals...

Top 10 financial firms ranked by investor satisfaction

April 6, 2017

Which financial firms make investors happiest? J.D. Power once again set out to answer that question with its annual “U.S. Full Service Investor Satisfaction Study.” Financial firms were ranked based on a January 2017 survey of 6,500 investors...

Advisers underwhelmed by LinkedIn's matching tool

April 4, 2017

Financial advisers award LinkedIn's Pro-Finder service a poor grade so far in terms of helping them identify worthy prospects who have become clients. But they're not giving up hope on the business development tool. About a year ago LinkedIn...

10 steps to establishing a social media presence

April 3, 2017

You signed up for LinkedIn in 2009 but haven’t logged in since 2010. And why would anyone even want to consider Twitter? Just because everyone you know uses social media regularly and you don’t doesn’t mean it’s too late to get on board....

Should your firm offer a robo-advice platform? Here's what your peers are doing

March 23, 2017

The latest research from InvestmentNews finds that offering a robo-advice platform may not be right for all advisory firms, but all firms can learn how to harness technology to offer innovative service. The following is an excerpt from the "2017...

RIAs take a soft approach to cross-selling

March 10, 2017

Registered investment advisers are under increased pressure to grow their business and deepen client relationships, which forces them to sell their full spectrum of services to as many clients as possible. Thus, RIAs have become masters of the...

Doing a better job articulating adviser value

March 5, 2017

As we continue​ exploring how to unleash adviser potential, let's recognize something important: You're probably doing a supremely mediocre job of articulating your value proposition. Recently, I googled "wealth management firms" and selected...

Adviser's tweet about widow of fallen Navy SEAL sends firm into crisis PR mode

March 2, 2017

The ripple effects from a single tweet Tuesday night during President Donald J. Trump's speech before Congress have turned at least one financial adviser's life upside down, while also sending an unsuspecting financial advisory firm into emergency...

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