Marketing

The new moniker Trutoro reflects a Latin word commonly used by advisory brands and an animal that’s synonymous with investment returns.

There are decisions to be made ahead of final guidance to be released by the commission later this year.

Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.

With practices innovating in the way that they engage with clients and prospects, some may be missing out on business opportunities.

To engage current and prospective clients, advisors need to hone their voices, curate content and develop consistent posting habits, among other practices.

Social media and solid investing don't always mix.

There are not enough of us on the platform drowning out all the bad advice. Damage will ensue.

The firm was also cited for not preserving certain advertisements

The partnerships are a big win for the rapidly growing wealthtech.

From Russian oligarchs to industrial tycoons, Monaco is a rich hunting ground for the Wall Street bank

A full 98% of texts get read, as opposed to 25% open rate for emails.

The YouTube series host, Rising Stars award winner and Ballentine Partners financial education specialist joins the podcast.

Saifr’s technology flags risks and compliance issues in documents, social media posts and videos before they are sent for review.

An industry expert shares key takeaways on how institutions can implement sophisticated technologies to attract a younger generation of customers.

Intercontinental Wealth Advisors this week announced a partnership and sponsorship with UTSA standout Rashad Wisdom. But his connection with the firm is much deeper than that.

A pilot conducted with a handful of independent financial advisors has transitioned to a full roll-out, with the lender offering a discount of up to $5,000 to potential borrowers through the broker-dealer.

The startup founder shares the key lessons learned from remote work and what led to the creation of a new FPA Knowledge Circle group.

Despite the strict guidelines, it’s not clear that the new regulation made any impact at all on an increasingly common feedback and evaluation method.

Social media missteps can erode the authentic “who” and “why” of your firm over time, writes Tara Meehan.

Time for a change? Upgrading your image should be more than a skin-deep affair.