Branding

Tradition, trust and Google all factor into the choice.

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.

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.

The wirehouse's latest initiative is effectively a way for the firm to circumvent the protocol without actually getting out of it.

Like selling a car, asset managers can list their products’ specifications, but that isn’t always enough.

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

You have a strong onboarding process and the consultation went well, but the prospect has disappeared. What went wrong? Possibly one of these five marketing pitfalls.

Here are 4 steps to take to set yourself — and your firm — apart.

Here are 4 steps to take to set yourself — and your firm — apart.

These are savvy ways for advisors to keep in touch with clients and reach out to prospects.