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
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.
The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.
Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.