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Credit Suisse snags ex-Merrill distribution exec

May 25, 2011

Credit Suisse Asset Management LLC has nabbed a key executive to oversee its distribution in the wealthy and third-party retail channels. Bob Alderman, a 20-year distribution veteran at Merrill Lynch & Co. Inc., started at CSAM earlier this...

Advisers: How to increase your job satisfaction

May 19, 2010

Nothing is more critical to the career of a financial adviser than the satisfaction that he or she derives from their work. Granted, this can be said of every profession, but a “financial adviser” is one of the few professions that offers...

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...

I started a firm in 1993. Here's how I'd build one in 2019

March 5, 2019

A few weeks ago, I was talking to a group of advisers about how to grow their practices. One of them said, "Scott, it's different for you because you have such a large staff." Granted, maybe some business strategies are a little easier for me...

How financial advisers can write and promote a book

September 6, 2016

Writing a book can do big things for financial professionals. Books reinforce the credibility of the author and can help establish the author as a thought leader and authority figure in the eyes of potential clients, plus it gives you an invaluable...

Personal compliance: Your social media needs to pass this important test

May 31, 2019

The inspiration for this column comes from Game of Thrones. Now there's something I never thought I'd type. The funny thing is I've never seen the show. And don't worry about spoilers, as I don't plan to watch it. But the problem as it relates...

Hire a PR firm or be a do-it-yourselfer? Questions advisers should ask

September 4, 2015

The financial media is becoming ever more fragmented, with new platforms and titles offering opportunities for advisers to have their voices heard. Inevitably, public relations and media outreach come up as firms craft their marketing plans,...

5 pillars of marketing for advisers

April 17, 2019

For most advisers, marketing is something they aspire to do but never quite find the time, attention or budget to make a priority. After years of talking about marketing with advisers, I have a few theories as to why this is. One is that marketing...

Top 10 adviser marketing myths

March 26, 2015

As we work with financial advisers throughout the country, we encounter inconsistencies in their thinking about marketing. Since there are few definitive resources on the “right” way to market financial services, it's easy for myths to proliferate....

3 ways financial advisers can get ahead in 2017

January 27, 2017

Everyone's familiar with the famous Isaac Newton quote, “If I have seen further, it is by standing on the shoulders of giants.” However, not many of us actually take his words as sound advice. Too many of us opt to rely on our own experiences...

Millennials can be a boon to your business

October 12, 2014

The following is an edited transcript of the InvestmentNews webcast, “How to work with Millennials and the next generation of investors,” held Sept. 24. It was moderated by deputy editor Greg Crawford. InvestmentNews: I'm very excited to...

6 most successful adviser marketing activities

October 2, 2014

About 14% of advisers in the InvestmentNews' 2014 Financial Performance Study of Advisory Firms said they don’t do any marketing — but most advisers have found marketing useful for building business. Click through to find out which strategies...

Video marketing: The 21st century version of judging a book by its cover

May 14, 2018

We are hardwired to judge a book by its cover, despite what our parents may have taught us. When it comes to attracting new clients, this is a wonderful truth that very few advisers leverage. In fact, most advisers are marketing their "book"...

Unpacking the SEC's guidance on client reviews

April 11, 2014

In the wake of news that the Securities and Exchange Commission issued guidance on customer reviews of advisers that are posted on third-party websites such as Yelp, blogger Michael Kitces, partner and director of research for Pinnacle Advisory...

Coming soon (thanks to the SEC): More adviser review sites

April 9, 2014

Last week, the SEC issued new guidance on social media and the Rule 206(4)-1 "Testimonials" rule. While the guidance did not provide much clarity on ongoing sticky issues such as whether LinkedIn "endorsements" constitute testimonials, it did...

Time to nominate advisers for exemplary community service

March 30, 2014

With the return of spring each year, we here at InvestmentNews gain renewed faith in humanity when we begin our collaboration with the Invest in Others Charitable Foundation on the Community Leadership Awards. These awards were established eight...

Social media video trends for advisers

January 29, 2019

For as long as I've worked with financial advisers (a decade this year), it seems that people have been predicting that video will become the predominant form of marketing communication. This year, I think that prediction finally comes true....

Tech that boosts business value

January 29, 2014

Financial advisers become successful by focusing on building their practices — not by planning how they'll leave them. In fact, less than one-third of today's RIA practice owners have a succession plan in place. As registered investment advisers...

Prevent marketing paralysis in 2014

January 15, 2014

Overcoming inertia may be the No. 1 obstacle financial advisers face when it comes to marketing. How many times have you started the year with a new marketing plan, chock full of initiatives, only to find yourself overwhelmed and uncertain where...

Advisers plan to focus on efficiency, but can I suggest another goal?

December 20, 2013

Financial advisers are looking toward 2014 as the year to make their businesses run like well-oiled machines. At industry events and cocktail parties, they sound determined to find ways of making their firms more efficient. They're talking about...

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