From FA Magazine
0 visitor like this article | Viewed 3857 times | 0 comment
Summary: Sixty-seven percent of advisors see a direct or indirect link between social media activity and acquiring new business, while 30 percent do not see any connection, FPA says. Advisors want to deliver thought leadership via social media, according to a study released Tuesday entitled Communication Evolution: Financial Professionals and the Future of Thought Leadership and Social Media.
From WealthManagement.com
1 visitor like this article | Viewed 4390 times | 0 comment
Summary: LinkedIn, Twitter, Facebook and Instagram can be powerful business-generating tools for reaching out to new and existing clients alike, especially as using email blasts to send holiday greetings is a dinosaur method today. Navigating the wild sleigh ride that is social media can be a challenge, but you don’t have to do it unguided, as handy elves have put together the following list of holiday social media do’s and don’ts.
From InvestmentNews
1 visitor like this article | Viewed 4016 times | 0 comment
Summary: That lack of racial diversity among financial advisers has a growing cost for the profession and the people it serves. Advisory firms that don't adapt may miss out.
From Financial Advisor IQ
1 visitor like this article | Viewed 4265 times | 0 comment
Summary: Partnering up with other advisors can be exciting and lucrative, but when partnerships fall apart, everyone loses, former financial advisor Norb Vonnegut writes in the Wall Street Journal.
From On Wall Street
Added on December 2015 in Join an RIA
1 visitor like this article | Viewed 4660 times | 0 comment
Summary: As trends in wealth management continue to upend the established order, bringing innovation, competition and transparency, intra-family wealth practices may wonder how a move to independence could affect their own family businesses.
