From InvestmentNews
Added on March 2015 in Form an RIA
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Summary: The Securities and Exchange Commission is not fulfilling its duty to protect retail investors, particularly in how it regulates financial advisers, a number of consumer groups asserted in a letter to the agency.
From Financial Planning
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Summary: Don’t try to recruit millennials by emphasizing the money they'll make or the firm's reputation.Those things don't matter much to them, said Amanda Smith, a senior vice president and head of marketing at National Financial, during a presentation at BISA's 2015 annual convention.
From Financial Advisor IQ
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Summary: For the financial-market research firm, this helps explain a “surge” in HNW investors’ use of online brokers — a trend augmented, Cerulli’s Donnie Ethier says in a press release, by the channel’s improved HNW capabilities in recent years and their favor with “younger, tech-savvy wealth creators.”
From Financial Advisor Magazine
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Summary: Financial advisors should target younger clients because they will grow faster and give advisors a fundamentally sounder book of business, according to PriceMetrix, a practice management and data services company.
From CNBC
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Summary: If you have good content, people will read it. But if you have great content, people will share it—and that's key if you want to exponentially grow your business. An effective social media strategy can single-handedly create a following of thousands—and a flow of prospective clients—in just a short period of time.
