Sales and Marketing

Mobile apps beat out websites, but what’s on the horizon?

One New Year’s goal is to embrace leading-edge platforms.

Don’t try to be a jack-of-all-trades. Instead, view advising as a team sport and build a powerhouse lineup of pros, John J. Bowen Jr. says.

Lights, camera, action? Get ready for your close-up.

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.

OCIE puts advisors on notice about widespread use of misleading claims and failures of disclosure.

It can be expensive and time consuming. Is it worth it?

These firms may actually be the worst positioned to capitalize on the robo trend, Michael Kitces writes.

It may be time to update your salary strategy to encourage better performance and attract promising job candidates.