Marketing

The industry's fastest-growing business model puts two very different functions under one roof. Are investors — and advisors — clear on the differences?

The regional firm said it was offering Instagram Professional to advisors and would roll out YouTube and Spotify podcasting programs later this year to help with client acquisition and retention.

James Lee says title protection for advisors would be a huge step toward making financial planning 'the most important authentic profession of the 21st century.'

The federal regulator's annual list of inspection priorities shows particular concern that hybrid advisor/brokers aren't properly explaining to clients how they're compensated.

PIABA president talks about why getting online records erased is easier than many advisors think and why more barriers should be put up.

The certifying group says a change in its tax-exempt status will let it communicate to the public everything financial planning, from advisor salaries to the profession's accommodating hours.

Even if advisors get a disclosure removed from their records, the damage done online can be difficult to manage.

The new year brings new regulations and the end of grace periods from federal and self regulators.

FiComm Partners and ProudMouth aim to give advisory practices the tools needed to use a relatively untapped form of marketing in the industry to attract clients.

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.