Sales and marketing

Wealth management firms target their young ultra-high net worth investors to strengthen ties to keep the clients for decades.

"Videos often get judged immediately by viewers, and let's be honest -- personal finance videos are not the coolest things to watch," says Dave Grant. Here are some tips to help improve your video marketing.

Most advisors like to think they know a thing or two about marketing, but Dave Grant says he didn’t realized the impact his 3-year old would have had on building his business and its marketing strategy.

One expert predicts that at least half of the top 30 U.S. banks will move advisors to a salary-based compensation system in the next two to three years.

The Milford, Mass.-based bank was drawn to Infinex’s technology and lead generation process.

Growth is a goal -- and a hurdle -- for many firms. So what are advisors doing to attract new business?

HSBC made the switch to align the compensation structure for advisors in the U.S. with those in the rest of the global bank.

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.