Marketing

"High-achieving" advisors on social media can increase assets by 10%.

PR campaigns won’t be enough to salvage the bank’s reputation after a series of scandals. Instead, it should look into adopting a new name, among other crucial steps.

New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.

The bank also renamed its U.S. Trust business.

Tradition, trust and Google all factor into the choice.

All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?

Old-fashioned referrals and seminars aren’t enough when prospects are searching online.

In the past, if someone didn’t understand you, they’d think you were smart. Now, they’re likely to just find someone else.

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.

There are three industry myths about being online that advisors must overcome, says Schwab’s senior vice president for institutional marketing services.

Distributors may be demanding more support in the areas of investor education, risk management and governance.

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.

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

Gun safety proposals and the Affordable Care Act can be polarizing topics, but this advisor tweets about them anyway — to much success.

Whether targeting baseball players or tech execs, some firms place their bets on a narrow client focus.

It is not uncommon for asset managers to view these three functions as separate and distinct units with entirely different missions and goals.

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.