Marketing

Josh Brown, CEO of Ritholtz Wealth Management, invests in the fintech firm and joins its advisory board to help steer the product roadmap.

Among other things, regulators accused Robinhood of failing to supervise social media influencers and said some of its social media messages were misleading to investors.

Every basis point of revenue based on client assets poses competitive implications. Here's how the upcoming change could affect financial advisors' businesses.

Location plays a crucial role in growth and advisory practice valuations — just not in a simple map focusing on the largest cities with the most wealthy people.

As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect their assets.

Those who invested in quality equipment to produce their podcasts say it has been worth it.

Those who have taken the time to produce this audio, and sometimes video, content say it's a valuable way to connect to prospects, clients and others in the industry.

For financial advisors, the hardest part of soliciting and posting SEC-compliant reviews can be overcoming reluctance on the compliance end.

Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept of connecting directly with clients and prospects on a human level hasn't changed.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.