Marketing

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.

“To build online influence in the age of social media, you must build a powerful online presence and consistently publish your thought leadership insights through a professional blog site,” says Stephanie Sammons, founder of Wired Advisor, a company that helps advisors set up search engine optimized blogs.

When looking to spread the word about mutual funds and other investment strategies to Generation Y Investors, financial services firms should consider new media, according to Cambridge, Mass.-based consulting firm Cogent Research.

Keep new leads coming in by branding yourself as a transition specialist.

Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman.

Why is branding so important and how can you build a stronger brand?

Think referrals and cross-selling are tough at your bank? Read how wealth management advisor and financial planner Heidi Schmidt handles them at Internet bank USAA Federal Savings.

Smaller banks cannot afford to support high-density branch networks as economic challenges persist.

Why banks focus more and more on affluent clients — and why they may miss mom and pop investors more than they think.