Practice

Sometimes inspiration comes from unexpected sources. What movies motivate you?

Older or retired clients who have accumulated wealth continue to be major donors, but they aren’t the only ones and advisors should take note.

Building a successful fund requires a distinguishable brand, an effective marketing strategy, and a commitment to distribution support.

Estate Planning: 4 Critical Considerations

In a crowded market like financial services, the truly successful professionals are those advisors who can cultivate a fiercely loyal, devoted client base, says advisor marketing guru Maribeth Kuzmeski.

The bank recently made a series of moves to woo the long-neglected mass-affluent customer.

Financial advisors are three times as likely to respond to a sales pitch from an asset manager, broker-dealer, custodian or insurance company when the approach is made in person, according to a new study.

There are few marketing issues in the advisor sector that in recent years have inspired more interest -- and uncertainty -- than the use of social media in the practice.

Here are five pieces of advice that advisors should keep in mind when going through a merger.

For Retired Clients, Dump the Life Insurance Policy?