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Now that I'm entering my second week of running my own RIA, it's time to get out there and find clients. While I have prepared many avenues in which to do this, one worked out quite well already.
June 20
Retirement Matters -
Communicating what you can do for prospective clients is much more effective if you talk about what changes they want to see rather than what activities you will do for them.
June 20
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To stay competitive in attracting the next generation of clients, advisors will need a strong digital presence. Social media is a big part of that, says UBS advisor Mitch Slater.
June 20 -
LPL Financial hired an ex-SEC official as its new general counsel as the firm continues to restructure its management team.
June 20 -
Seven financial advisors had their right to use the Certified Financial Planning certification marks permanently revoked in March as part of a series of public disciplinary actions announced by the CFP Board this week.
June 20 -
Financial institutions should develop distinct service offerings for young investors that speak to them at their life stage.
June 20 -
After seven years with another independent broker-dealer, an Omaha, Neb,. team has returned to Securities America.
June 20 -
A strong majority of advisors (86%) said they had acquired more clients than they lost in 2012, according to a new advisor survey from Russell Investments, with nearly a half saying they had brought on more than 10 households. And 87% said they were "optimistic" about acquiring new clients in 2013.
June 20 -
The California Public Employees Retirement System, the largest U.S. public pension, reported a 14.3 percent gain on invested assets for the first 10 months of its fiscal year as stocks soared to records.
June 20 -
Advisors must embrace the latest trends and advancements, or risk falling behind. Check out five best practices for the advisor of the future (and the present.)
June 20




