From InvestmentNews
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Summary: Kivvik, a new website for enabling communication between advisers and clients that launches Monday, is looking to put a stop to advisers' calling and emailing haphazardly to get updates on clients' life-changing events.
From IRiS
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Summary: The old adage “Plan your work and work your plan” may be cliché but is often the difference between success and failure to execute your marketing goals. Start by defining very specific and measurable goals. Try to set short term and long term goals that are reasonable and achievable. Next, develop a strategy that details the tactics, resources, budget, and schedule.
From WealthManagement.com
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Summary: Jonathan Swanburg, a 31-year-old financial advisor in Houston, was intrigued by the idea of opening up an automated investment platform for his clients. He’d heard about the so-called “robo-advisors” that were attracting a lot of attention and capital, along with equal measures of hype and skepticism. Unlike many, he recognized the advantages, especially as a way of serving a new, less affluent market, and was eager to jump in.
From Think Advisor
Added on July 2015 in M&A Issues
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Summary: Focus Financial Partners said Wednesday that it is adding a partner group in the Chicago area and that two existing partners have added advisors. Relative Value Partners comes on board near the Windy City with about $1 billion in client assets and seven financial professionals.
From InvestmentNews
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Summary: With more financial advisers active on social media than ever before, now is the time to learn how to craft better tweets. Engaging your target audience via Twitter is not all that straightforward, after all.
