From Think Advisor
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Summary: Mark Tibergien writes this month that financial services professionals “lack a venue to showcase what we do and to generate enthusiasm for our world.” Out of modesty, Tibergien didn’t mention that a program he began at his own Michigan high school nearly 10 years ago has created just such a venue that may be part of the solution.
From Financial Planning
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Summary: [VIDEO 1.21] "The way that we deliver advice has to change," says United Capital CEO Joe Duran.
From InvestmentNews
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Summary: HighTower Advisors added a record eight teams during the first half of the year, attracting $2.54 billion in assets by either buying advisory businesses or folding them into a platform where owners give up a portion of revenue for services in technology, investment research and compliance.
From Financial Planning
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Summary: Over time, the pain of staying in a wirehouse environment can outweigh apprehension over the work it takes to leave, two veteran advisers told participants in a Financial Planning webinar covering the challenges of going independent.
From Think Advisor
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Summary: By now, most financial advisors are aware of the benefits of social media to keep them in front of clients and prospects, but simply signing up on Facebook or Twitter is not enough. When it comes to truly leveraging social media to strengthen relationships and increase referrals, there are tangible tactics that advisors can put into place.
