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“Social media networks and your website should work seamlessly to promote your brand online,” says Maggie Crowley, digital marketing coordinator of Advisor Websites. “Working together, these two channels drive an unlimited amount of interactions, impressions and ultimately sales to help grow your firm.”

New findings from Boston-based global analytics firm Cerulli Associates show that clients feel their advisors often recommend products that do not fit their risk profiles.

Merrill Lynch has promoted Mary Ann Bartels to serve as chief investment officer of portfolio strategies within its Investment Management and Guidance group.

Strong recruitment and help from the markets took the firm to new heights.

The investment management industry is undergoing a transformation.

After experiencing nearly 30 years of benign, cooperative capital-markets behavior, Ken Haman says many advisors are baffled or frustrated by how difficult it has become to get clients to accept new investment ideas. But if we can understand more accurately how humans cope with anticipating various outcomes, we can structure our messaging to be more effective at getting clients to take the right kinds of actions.

MyNewFinancialAdvisor.com has created an online referral, or eReferral, system, connecting financial advisors and prospective clients based in the United States.

A former Massachusetts CFP and his colleague spent $1 million of their clients’ funds on personal expenses, including fast food, legal fees and ATM withdrawals at casinos, the SEC alleges.

As the April 15 tax filing date draws closer, millions of taxpayers still find themselves somewhere between putting the final touches on their tax return and just starting the process.

Nuveen Investments has launched two new dividend-focused funds.