Financial planning

Twitter tip: rethink your blog headlines

This social video platform offers advisors another way to demonstrate their knowledge and expertise, says a social media savvy advisor who focuses on Gen X and Gen Y clients.

Social media can be intimidating to inexperienced users, but it has proven to be an invaluable tool for one advisor who says she makes time for it each day "because it makes perfect business sense."

Fortress is the fifth firm to join Omaha-based Arbor Point, which provides an open architecture platform aimed at dually registered advisors, since it launched early last year.

Almost three in four affluent millennials have assets in online brokerage accounts, while only 67% have assets in a defined contribution plan.

Longer lifespans mean a big shift in planning -- particularly for female clients.

Can your young advisors handle the highly charged conversations that often come with major life transitions?

To be successful and get the most out of blogging, advisors have to become three things: a strategist, a thought leader and a marketer.

RIAs are gaining market share of assets, although wirehouses will still control nearly $6 trillion by 2016, the research firm predicts.

New technology can help advisors interact with their clients more efficiently and effectively.

Three advisors for San Diego-based Total Wealth Management -- including one who apparently once worked for the FBI -- now face SEC charges for allegedly paying themselves concealed revenue-sharing fees from investments they recommended to clients.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

"Advisors will want to know what will happen to the firms' cultures. Will Nuveen be able to keep its culture? Which firms' culture will prevail?"

Retirees who have been government workers or whose spouses have been government workers may be in for a surprise when they file for Social Security retirement benefits.

There are five essential questions every advisor should answer in order to effectively grow their connections, referrals and business on social.

Longtime LPL executive Bill Morrissey has been tapped to take over the company's independent advisor services unit following the sudden departure of Derek Bruton.

If the integration process takes longer or is more costly than expected, RCS says it may 'fail to realize' some or all of the anticipated benefits of the pending acquisitions.

Community banks and credit unions need to recognize and tout the distinct advantages they offer advisors as they compete with bigger financial institutions for top talent, says Frank Smith, vice president of Recruitment at LPL Financial Institution Services.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Email is the original social media and demands advisors' attention. Respect other peoples' time and free up more of your own by quickly getting their attention, delivering your message and outlining the next steps.