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Financial advisors are constantly on the lookout for new and more engaging and effective ways to market their services to prospective clients. Heres a compilation of all the latest and most effective marketing tips, techniques and first-hand accounts you and your firm will need to raise your profile and increase your assets under management.
October 27 -
Investors contributed $748 million to Fidelity Charitable, the largest donor-advised fund in the U.S., in the first nine months of 2011, a 23% increase from the first three quarters of 2010. Thus, the fund is on course to receive the largest amount of contributions in its 20-year history, Fidelity said.
October 27 -
The financial crisis of 2008, when the S&P 500 lost 39.2% in value, and the ensuing market volatility in the three years since, have served as a sobering wake-up call for the wealth management industry. And now it's dramatically changing the way it plans to do business in the years ahead.
October 27 -
Investors pulled $3.93 billion from long-term mutual funds in the week ended Oct. 19, the Investment Company Institute said.
October 27 -
A network connectivity issue involving a next-generation trading system from Nasdaq OMX Group took down the $1.2 trillion Australian Securities Exchange for four hours Thursday.
October 27 - Money Management Executive
Investors pulled $3.93 billion from long-term mutual funds in the week ended Oct. 19, the Investment Company Institute said.
October 27 -
Social media evangelists argue that the popularity of the new medium reflects a profound shift in the way investors scout for financial advice, making online social channels too important for advisors to ignore.
October 26 -
The Dow Jones Industrial Average ended the day higher, up 162.42 points, or 1.39%, reverses most of the previous days losses. The Dow Jones U.S. Total Stock Market Index gained 144.61 points, or 1.14%.
October 26 -
Here are five of the most common scams that advisors and their clients either managed to avoid or fell victim to this year.
October 26 -
Advisors and their investor clients should be on the lookout for these popular scams. According to the North American Securities Administrators Association, here are five of the most common scams that advisors and their clients either managed to avoid or fell victim to this year.
October 26


