Sales and marketing

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.

In a Financial Planning webinar last week, listeners got some great ideas from a all-star team of practice management experts: Commonwealth Financial's Joni Youngwirth, Fidelity Investments' David Canter and Christine Gaze of Purpose Consulting Group.

Dream Forward Financial wants to take a bite out of the customer base of traditional plan providers like Fidelity by offering what it says is transparent and cheaper service.

Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers.

Advisors Patti Brennan and Judy Rubin offered tips on communicating value to new clients.

During a session titled "Secrets of a Top Producer," Michelle Brennan Hall offered three questions that advisors can use to refine their firms' direction.

'Adviser' vs. 'advisor': A conversation with one regulatory expert raises questions about the ways that RIAs brand themselves to clients.

Each advisor needs a compelling tale to attract new business. Here's how to craft a strong message focused on the ways you best help your clients.

The CFP Board has released two new advertisements for its public awareness campaign -- but is the message clear enough?

During an interview with CNBC on the floor of the New York Stock Exchange, the NBA Hall of Famer praised his advisor -- by name.

How do prospective clients view you online? One online branding expert offers advisors several action items during a T3 session.