Want to Win Millennials? Don't Bet on Social Media
Less than 1% of young people say they want financial services providers to contact them through social media, according to new research by BNY Mellon.
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HomeTrust Bank faced a legal challenge from HomeTown Bank after it entered southwestern Virginia. The now-resolved dispute serves as a reminder that banks must be aware of branding challenges when they enter new markets. more »
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The Canadian bank's viral YouTube clip comes as the industry struggles to use social media effectively. more »
Community banks need to rethink their technology and marketing to ensure they are snagging a piece of the millennial generation. Big banks have the lead in reaching this demographic, but they are vulnerable, experts said. more »
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Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients. more »
To best leverage social media in their practice, advisors need to familiarize themselves with their firms' compliance rules and get a little personal on their social media accounts. more »
Advisors can enhance their branding by personalizing their practice more. Here are some ways to develop your personal approach. more »
'It's like rolling through a stop sign and you get the death penalty,' says the lawyer for Florida advisor Max Zavanelli. more »
Growth opportunities for broker-dealers in the bank channel will come from within. Instead of seeking unprogrammed banks, they will focus on increasing their existing ranks and expanding their share of clients’ business. more »
By snapping up a series of independent B-Ds in quick succession. the RCS Capital executive chairman has instantly made himself an industry player. He talks to Financial Planning about his plans. more »
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