To truly understand the markets and to exploit trends you've got to do some work. Spend some time reading how others have been successful.
— Adam Zuercher, CFP® (@adamzuercher) September 30, 2015
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving http://t.co/zmMj0q0UkV
— WCA, LLC (@hfwachtel) September 30, 2015
That's why Walter Lis, a digital marketing strategist for financial advisers, said expanding the character limit for tweets wouldn't be all that big of a deal. "There's always a bias you have to lean toward brevity," Mr. Lis said. There is a sense of control advisers need to maintain if they were to take advantage of any sort of extension in character limit. Mr. Lis compares a tweet to a subject line: You don't have to make it too long. There are also tricks advisers can use to keep the message short, but the impact large. Mr. Lis said he's seen his adviser clients get more engagement when they post an image, with or without text. Images do take up character space, however, so Twitter expanding this could mean using more images in the future.List of great #INVESTMENTS : love, education, experience, art, flowers and chocolate.
— Amy Jo Lauber, CFP® (@Amyjolauber) September 30, 2015
Adam Zuercher, a financial adviser at Hixon Zuercher said although a few more words wouldn't hurt, there's definitely a benefit to having a limit. "I wouldn't want a stream of tweets that are full stories or paragraphs, I think that's what blogging is for," Mr. Zuercher said. "People don't have a lot of time to read the whole paragraphs." In fact, he said Twitter's 140-character limit has actually helped him. "I used to be frustrated with the length and always wished I could say more," he said. "It teaches people to communicate better."Learning about #money does not rob your #kids of their childhood. It makes it better. http://t.co/Cax7tGoJg2 pic.twitter.com/9quRLrrwcH
— Shannon Ryan (@TheHeavyPurse) September 30, 2015
Janus Henderson Investors research reveals demand for transparency, but lack of awareness of AI’s prevalence in the corporate world.
New research reveals rising expenses, forced early exits, and a widening gap between how long people live and how long their money lasts.
Firms continue their quest to attract and retain the best advisor teams.
A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.
The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline