Marketing

The FPA and FiPath for Advisors announced a strategic partnership that will allow FPA members to access a variety of online marketing and educational tools.

Marketing expert Marie Swift says that if you believe that your brand of personal advice and investment acumen needs to find its way into the lives of more right-fit clients, stop procrastinating and pick a couple marketing initiatives to start now.

CUSO Financial Services has implemented broker-dealer services and back-office support for TruMark Financial Credit Union, one of the largest credit unions in Pennsylvania.

The Salt Lake City-based bank is ramping up its wealth management business with the support of third-party marketing firm PrimeVest Financial Services.

Client appointments should be events.

Almost half of credit union customers referred family and friends, besting large banks, which had a 32% referral rate.

Change is in the air for one of the world's oldest asset management fund shops.

Marketing expert Marie Swift says financial advisors who find their voice and unleash their personal story will rise to new heights as they capture the attention and hearts of their audience and influence key decision-makers in their communities.

Advisors who want to position themselves for growth should set their sights on the next generation of investors who are poised to inherit unprecedented wealth.

Sports spectators will likely see a bull cross their television screens this summer, and it will not be from the annual running of the bulls in Pamplona, Spain.

You can teach classes, you can advertise or you can flat-out buy new clients. But whichever strategy you take, you need to be committed because it's not easy.

How to create win/win relationships with other professionals.

Marketing expert Marie Swift says savvy financial advisors know that they must create an effective program that engages leads, builds rapport and converts prospects into lifelong clients. Here’s how one savvy financial planner is doing just that.

More and more planners need to start taking advantage of this powerful medium, says social media expert Amy McIlwain, but how?

Advisors seeking to help older Americans prepare for retirement should remember to keep one tip in mind: avoid using the word “retirement.”

On YouTube, puppet shows are fine for consumers, but to appeal to businesses many banks are taking a more serious tone and putting their own clients in the spotlight.

Marketing expert Marie Swift explains how an automated process can help you create a conversation and keep the connection alive until your prospects are ready to wade into the water with you.

Marketing expert Marie Swift says social media sites are one of the best places to build and maintain strong relationships with clients and prospective clients. Here are some tips and advice from the recent Women Advisors Forum in New York to build your brand online.

UBS Financial Services Inc. of Puerto Rico and two of its executives have been charged by the SEC with misleading investors and its own financial advisors about the market risks associated with the sales of 23 closed-end mutual funds.

In another move to ramp up its services to affluent and high-net-worth clients, Bank of the West has formed a team dedicated to helping its wealthiest customers with their personal real estate lending needs.