Marketing

Children still like paper statements, but Mom and Dad's reliance on plastic has meant less loose change ending up in the piggy bank. Mobile banking is hot, but peer-to-peer payments are off to a bit of a slow start.

With a combination of the proper technology and the best practices for sharing relevant content, advisors can easily build their business network.

Some RIAs cut fees in their efforts to turn prospects into clients. But doing this can be a trap that negatively affects the perceived -- and real -- value of a business.

The term robo advisor is too broad to describe some of the new wave of digital wealth management companies, tech observers say.

Banks that don’t offer a compelling mobile experience run the risk of losing customers to a crop of mobile-first startups offering low fees, broad ATM networks and a wide array of advanced features.

As we step into the second quarter of this year, think about stepping out of your comfort zone to boost your business. Here are six suggestions to help you do that.

Federal and state examiners still see compliance failures when advisors take to social media to promote their practice.

Gen X has more money than the younger millennial cohort -- but it has the same cultural disconnect with advisors. Advisors should start worrying.

Many potential clients don't understand how a good advisor can help them meet their financial goals. These key questions can lay a foundation for a relationship.

If you're pinning your success to an arbitrary AUM level, you've got a problem. Here's what firms seeking long-term success should concentrate on instead.

One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology.

Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia.

The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age.

How to find and understand the three website metrics advisors should care about.

Email marketing is stickier than social media and more precise than a blog post. Here's how advisors can get it right.

Fidelity's custody unit is backing a deal in which a Mariner Holdings unit will pay 35 basis points for referrals of mass affluent customers.

Conversations with several star execs from the financial advisory sphere reveal insights and action steps that could help other advisors.

Soon after launching, personal finance celebrity Dave Ramsey's EveryDollar budgeting app skyrocketed into the Apple App Store’s top 5 financial apps. But is it because the app is well-designed or because of his celebrity status?

If you want to turn site visitors into clients, here are four things to keep in mind.

Everybody wants to lose weight, but who's got the time to exercise? The same problem exists in personal finance management.