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
Siddharth Jawahar was sentenced 11 years in prison and $31M in restitution for running Swiftarc Capital fraud scheme
Wall Street banks expand wealth services as ultra-high-net-worth client demands extend further above and beyond investment management.
The acquisition of $2 billion Gilbert & Cook extends a buying spree for the ultra-high-net-worth firm that has already touched six states this year.
After years of encouraging sacrifice and delayed gratification, advisors have to do the next emotional lift: helping clients let go of a potentially harmful scarcity mindset.
A new JPMorganChase Institute report reveals how deeply stock market wealth now drives everyday American spending, especially for retirees.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income