From InvestmentNews
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Summary: One of the most knowledgeable and respected observers of the RIA business is Mark Tibergien, CEO of Advisor Solutions at BNY Mellon’s Pershing. Recently, InvestmentNews Content Strategy Studio sat down with him to discuss the changing landscape of the custodial business, what the changes mean for registered investment advisory firms, and what steps he sees as most important for RIAs to take as they prepare for the future.
From ThinkAdvisor
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Summary: Although the merger between Schwab and TD Ameritrade is still expected to close in the second half of this year, integration between the two companies is expected to take 2-3 years to complete, according to TD Ameritrade Institutional President Tom Nally.
From wealthmanagement.com
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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.
From InvestmentNews
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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.
From Advisor Perspectives
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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.
