Sales and Marketing

An industry expert shares key takeaways on how institutions can implement sophisticated technologies to attract a younger generation of customers.

Intercontinental Wealth Advisors this week announced a partnership and sponsorship with UTSA standout Rashad Wisdom. But his connection with the firm is much deeper than that.

A pilot conducted with a handful of independent financial advisors has transitioned to a full roll-out, with the lender offering a discount of up to $5,000 to potential borrowers through the broker-dealer.

The startup founder shares the key lessons learned from remote work and what led to the creation of a new FPA Knowledge Circle group.

Despite the strict guidelines, it’s not clear that the new regulation made any impact at all on an increasingly common feedback and evaluation method.

Social media missteps can erode the authentic “who” and “why” of your firm over time, writes Tara Meehan.

Time for a change? Upgrading your image should be more than a skin-deep affair.

With top employees at a premium, winning the talent war means making earned media coverage a steady part of your company’s culture and employee engagement strategy.

The XY Planning Network of fee-only advisors and investment advisor Michael Kitces say consumers are being deceived when brokers use labels like “wealth manager” and “financial advisor.”

A 3-step process can get the planner in touch with their professional and personal origin stories before mastering social media technology.