Sales and Marketing

It's decision time for Ric Edelman and his new merger partners, including Financial Engines, to pick a name for their new $200 billion RIA.

Upon closing, the deal will push Wealth Enhancement’s advisor head count beyond 70 financial planners.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

“I did it for the LOLs,” advisor Doug Boneparth says of his newly launched advisor-focused T-shirt business.

Miguel Sosa has found that LinkedIn videos help him reach his global client base.

You must be able to express your vision wherever you go. This may feel mechanical at first but with practice, it will feel more natural.

Think of it also as charisma, personality or magnetism. This seemingly elusive trait means these advisors light up a room when they walk into it.

At Amazon's first-ever conference for voice-enabled tech, advisors are warned they need to take one crucial step to serve customers using voice assistants.

When do promotional materials rise to the level of an official “recommendation” and thereby require additional disclosures by brokers?

Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.