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Summary: More than 14 years ago, Blaine Aikin launched his program to train financial advisors as fiduciaries. Each year, about 550 advisors on average have completed the program.
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Summary: For years, companies have focused on optimizing their corporate websites to show off their brands. Fortune 500 companies spend billions of dollars each year on brand marketing and a lot of their digital traffic is driven toward company websites. According to a recent eMarketer report, digital ad spending in the U.S. will be nearly $60 billion this year, over $7 billion of which will be spent by companies in the financial services industry.
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Summary: In early June, I was on a panel with two advisors at the Pershing Insite Conference in Orlando discussing how independent advisors can differentiate themselves from their competitors. My co-panelists were excellent and insightful, and I was struck by the fact that in the advisory industry the need for differentiation has become greater than ever before.
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Summary: The key for financial advisors to understand their clients is to understand themselves first, guest-blogger John Pierce writes in InvestmentNews. And to attract and impress clients, adds The Wall Street Journal’s guest-columnist Vince Esposito, getting known as a thought leader can help tremendously.
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Summary: During a Financial Planning webinar addressing audit readiness, Brian Hamburger, founder and president of MarketCounsel, a leading business and regulatory compliance firm, and Robert Molinari, vice president of compliance at Commonwealth Financial Network, laid out some best practices for preparing for regulatory audits
