Portfolio

Twitter tip: rethink your blog headlines

This social video platform offers advisors another way to demonstrate their knowledge and expertise, says a social media savvy advisor who focuses on Gen X and Gen Y clients.

Social media can be intimidating to inexperienced users, but it has proven to be an invaluable tool for one advisor who says she makes time for it each day "because it makes perfect business sense."

Fortress is the fifth firm to join Omaha-based Arbor Point, which provides an open architecture platform aimed at dually registered advisors, since it launched early last year.

Almost three in four affluent millennials have assets in online brokerage accounts, while only 67% have assets in a defined contribution plan.

The iShares MSCI Emerging Markets Index rebounded from a four-week low after data showing a slowdown in China’s expansion bolstered speculation the government will take further steps to stimulate economic growth.

Longer lifespans mean a big shift in planning -- particularly for female clients.

Can your young advisors handle the highly charged conversations that often come with major life transitions?

To be successful and get the most out of blogging, advisors have to become three things: a strategist, a thought leader and a marketer.

RIAs are gaining market share of assets, although wirehouses will still control nearly $6 trillion by 2016, the research firm predicts.