Sales and Marketing

Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better.

The new hires are part of the firm’s aggressive two-year recruiting campaign to increase the sales force by 50% by the end of 2014.

For financial advisory firms, branding can be a balancing act between the strength of individual advisor’s brand and the larger, unified brand of the firm.

Same-sex and divorced couples can be a profitable niche for advisors, if they know how to market.

Amid intense competition for high-net-worth clients, the Private Client Reserve is ramping up its marketing efforts to differentiate itself from rivals.

Bank customers are staying away in droves as they do more business online. Here's what advisors can do to combat lighter foot traffic at the branch.

Managing staff isn't easy. People don't change and you can't change someone either before or after you've hired them.

Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey.

This year's top branch managers found a way to succeed during the most challenging times.

“To build online influence in the age of social media, you must build a powerful online presence and consistently publish your thought leadership insights through a professional blog site,” says Stephanie Sammons, founder of Wired Advisor, a company that helps advisors set up search engine optimized blogs.