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Summary: Registered investment advisors face escalating competition for client assets, and the right strategy will differentiate winners from losers, said Andrew Town, vice president of institutional consulting for TD Ameritrade, who spoke during a presentation at the 2020 TD National LINC conference in Orlando.
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Summary: Email reigns supreme in advisors' digital marketing, according to Snappy Kraken. When compared to social media marketing campaigns, emails generate more traffic to advisor websites.
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Summary: The Securities and Exchange Commission’s office of Compliance Inspections and Examinations released a report on observations relating to cybersecurity and best practices by financial market participants.
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Summary: The stories of Sheetz and Wawa and how they shifted the focus of their brands offer a fantastic marketing lesson to every financial advisor.
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Summary: Add business email compromise, aka BEC, to your list of business cyber risks. It’s a growing risk and spreading around the world, according to Michael Driscoll, FBI special agent in charge, Counterintelligence/Cyber Division, in the bureau’s New York office.
