Bruce and Jeff chat with Candice Carlton, head of advisor growth marketing at FiComm Partners, about Merrill Lynch’s new tool allowing advisors to share custom videos and why Candace sees it as a wake-up call for advisors. She goes through the do's and don'ts of using video to market yourself as an advisor, and explains why this is a tool everyone will have to master.
Candice Carlton is the head of advisor growth marketing at FiComm Partners. Prior to FiComm, she worked for and with some of the fastest growing and most innovative firms in the US, including Mercer Advisors, United Capital acquired by Goldman Sachs and XY Planning Network.
This episode is sponsored by Schwab Asset Management.
As one of the industry’s largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients’ eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.
Bruce Kelly is joined this week by his InvestmentNews colleagues to give their expert opinion on an eventful year in wealth management.
