Sales and Marketing

March 19, 2020 02:00 PM
Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.
1 Min Read
March 05, 2020 02:00 PM
Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.
1 Min Read
August 16, 2019 05:20 PM
To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.
15 Min Read
The simple addition of an exclamation mark to the names of some mutual funds led to significant declines in net flows, researchers find.
1 Min Read
August 14, 2019 02:52 PM
Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.”
6 Min Read
August 05, 2019 10:32 AM
Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.
3 Min Read
July 19, 2019 09:59 AM
While some firms have been successful at leveraging technology to scale sales and marketing processes, others have failed.
4 Min Read
July 16, 2019 03:15 PM
With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management.
2 Min Read
June 24, 2019 02:28 PM
Technology and communicating with clients are some ways that firms aim to protect against a potential major market downturn.
2 Min Read