Displaying 9 results
Marshall Wealth Management Group has a new name for a new beginning
The Cadaret Grant-affiliated firm in Los Gatos, California, manages almost $370 million.
Niche practice designed around women leaves nothing to chance
Ann Alsina kicks off the Women Adviser Summit by inspiring women to find their own niche.
The subconscious power of brand familiarity
The more we see a brand, the more we come to recognize it as trustworthy. This applies to financial advisers, too.
Wealthspire kicks off rebranding efforts in wealth management build-out
Lenox Wealth Advisors became Wealthspire over the weekend, with Private Capital Group and Private Ocean the next firms under NFP's umbrella to see name changes.
TriplePlay: Creating a memorable brand
Robert Sofia of Snappy Kraken highlights three ways advice firms can make their brands stand out from the crowd
Trizic rebrand shows difficult route for robo-advisers
Harvest to focus on banks and credit unions instead of independent advisers.
Branding tips for financial advisers looking to grow
Advisers should limit their lingo and focus on making their value proposition 'come to life.'
RIAs that invest in training and development can win more and build their brands
As a fan of the Boston Red Sox (sorry, local NY/NJ Yankee and Mets fans!), I was quite…
IMCA rebrands to attract broader audience
The Investment Management Consultants Association has become the Investments & Wealth Institute, and will begin offering a retirement income designation.
