Sales and Marketing

The announcement of the firm’s new name ends speculation that one of the best-known brands in the fast-growing RIA space might disappear.

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success.

Whether targeting baseball players or tech execs, some firms place their bets on a narrow client focus.

It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.

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.