Sales and marketing

To help improve their online presence, Fidelity announced two new offerings for advisors.

Advisors' use of social media is on the rise. Here's how you can be both social and compliant.

"While social media is new, the nexus between communication and leadership is not," says a social media branding expert.

Digital-first firms gravitate toward a blogging website that has aired several heated industry debates, a markedly different approach from the cautious way traditional firms present themselves online.

An online platform designed to inform advisors about millennials is one of several approaches by fund providers to help better understand the new generation of investors as well as protect their offerings.

After announcing 11% growth in net income for the wirehouse's brokerage unit, Wells Fargo executives told analysts that they are thinking of launching a robo advisor.

The wirehouse rolled out a new advertising campaign aiming to bolster its image in the eyes of clients as a goals-based wealth management firm.

Aaron Klein, CEO of Riskalyze, sounds off on the Wealthfront-Betterment dispute: “This is a business built on credibility and trust. And you are consistently taking the little bit that you've earned and setting it on fire with these kinds of antics.”

Wealthfront says the move was prompted by a surge of young investors who asked for a lower minimum and to pressure other robo advisors to get rid of fees on small accounts.

All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.

Nearly 97% of advisors found niche marketing to be an effective strategy, according to a recent report from Cerulli Associates.

Recent moves by Google to create high-quality searches for mobile devices mean advisors need to upgrade websites that haven't kept up with the latest technology.

We're a long way from building strong, interpersonal relationships with computers (the movie "Her" notwithstanding), which gives banks an advantage.

A third of 1,000 online investors surveyed by E-Trade Financial would like to monitor their investments on wearable apps.

Schwab must convince the 7,000 advisors who custody with the firm that its new Institutional Intelligent Portfolios automated investment management service is worth implementing.

A new Fifth Third social media campaign offers recent college graduates free one-on-one career counseling. The initiative is part of a trend of banks allocating marketing dollars to unusual perks and charitable giving to differentiate their brands.

At SourceMedia's Digital Banking Summit, numerous bankers spoke passionately about the need for financial institutions to create intuitive digital-money experiences.

Wealthy individuals are having a harder time differentiating between advisory firms, according to a new study that expects American households will accumulate nearly $11 trillion in assets over the next five years.

The lobby group's proposal calls for more disclosure, but does not mandate all material facts be revealed, or that the client truly grasp the pertinent issues, writes Ron Rhoades.

Children still like paper statements, but Mom and Dad's reliance on plastic has meant less loose change ending up in the piggy bank. Mobile banking is hot, but peer-to-peer payments are off to a bit of a slow start.