Marketing

Customize your approach to other types of professionals to increase your chances of getting referrals.

Advisors are trying a dizzying variety of compensation plans. Some have been a lot more successful than others.

Financial institutions should develop distinct service offerings for young investors that speak to them at their life stage.

You’ve set up a Twitter account and you know how to tweet, but how can you convert Twitter followers into prospects and then clients? Marie Swift, the Marketing Maven offers tips for Twitter power users.

Advisors might want to consider brushing up on their foreign language skills if they want to pursue the highly prized millionaire market.

The 12 largest bank broker dealers boosted their revenue by 8% to more than $1.5 billion in 2012, marking the fourth consecutive annual increase.

When you launch your own RIA everything matters. Even the color pink.

"A lot of potential clients are already banking [with Umpqua]. For us, the first priority is to make sure we let them know that we're there," Seattle market leader Elise Fortin said in a telephone interview.

Amid intense competition for high-net-worth clients, U.S. Bank's Private Client Reserve unit is ramping up its marketing efforts to differentiate itself from its rivals.

Build a sharp online presence and social media strategy to help interact with clients.

This year, the leading wirehouse and regional wealth management firms took the steps necessary to ensure they reap rewards as markets hit new highs.

Modern Portfolio Theory relies in part on the efficient frontier. But investors can now do better.

The new hires are part of the firm’s aggressive two-year recruiting campaign to increase the sales force by 50% by the end of 2014.

For financial advisory firms, branding can be a balancing act between the strength of individual advisor’s brand and the larger, unified brand of the firm.

Same-sex and divorced couples can be a profitable niche for advisors, if they know how to market.

Amid intense competition for high-net-worth clients, the Private Client Reserve is ramping up its marketing efforts to differentiate itself from rivals.

Bank customers are staying away in droves as they do more business online. Here's what advisors can do to combat lighter foot traffic at the branch.

Managing staff isn't easy. People don't change and you can't change someone either before or after you've hired them.

Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey.

This year's top branch managers found a way to succeed during the most challenging times.