Sales and marketing

The Canadian bank's viral YouTube clip comes as the industry struggles to use social media effectively.

It takes a lot of time to develop original insights and advance the public conversation around a thought. If you have the inclination, follow this plan to start the process.

Community banks need to rethink their technology and marketing to ensure they are snagging a piece of the millennial generation. Big banks have the lead in reaching this demographic, but they are vulnerable, experts said.

Answering these four questions will help you develop a solid strategy so you can confidently engage prospective and current clients on social media.

D.A. Davidson gets a facelift as the regional firm nears its 80th anniversary and enters a new period of growth.

Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients.

To best leverage social media in their practice, advisors need to familiarize themselves with their firms' compliance rules and get a little personal on their social media accounts.

Advisors can enhance their branding by personalizing their practice more. Here are some ways to develop your personal approach.

'It's like rolling through a stop sign and you get the death penalty,' says the lawyer for Florida advisor Max Zavanelli.

Growth opportunities for broker-dealers in the bank channel will come from within. Instead of seeking unprogrammed banks, they will focus on increasing their existing ranks and expanding their share of clients’ business.

By snapping up a series of independent B-Ds in quick succession. the RCS Capital executive chairman has instantly made himself an industry player. He talks to Financial Planning about his plans.

Advisors who host an event to lure the well-heeled often end up being disappointed. Here are six steps to do it right.

Hoping to catch the baby boomer retirement wave, Merrill Lynch unveils a new approach to financial planning.

From slower sales cycles to different long-term care needs, female clients often need a different planning approach.

Former wirehouse complex manager Tony Sirianni launches Sirianni Strategy Group, a consulting and marketing firm, to help independent firms attract wirehouse advisors.

Looking beyond widowhood and divorce, advisors are missing opportunities to market their services to female clients.

A graying workforce. A homogenous culture. New technologies. With its future at stake, the wealth management industry is finally confronting its many challenges.

Each branch is unique with different personalities so you need to "crack the code" for each location-the key is to make their lives easier.

The Insured Retirement Institute is planning the launch of an advisor council this spring.

Reluctant advisors are advised to get over their reservations and start extending their marketing efforts to social.