3 Story Ideas that Are Yours for the Taking

Video can be a powerful communication tool with clients. See examples of three different types of videos — and learn how you can create them.

By Rethinking65

Laura Garfield and Sharon Gottula, co-founders of Idea Decanter, highlight why advisors must “find their story” to facilitate a successful video marketing campaign.

Learn how video can serve as a powerful communication tool with clients. See examples of three different types of videos — and learn how you can create them too.

Latest news

Industry Groups Oppose New Advisor Best Practices Rule

FSI and others say Nasaa’s rule proposal is confusing and could negatively impact Main Street investors.

Study Reveals Insight into Affluent American Investors’ Mindsets

Key findings of the study include a noticeable decrease in financial security among affluent Americans.

Did ETF Investors Profit from Hamas Attack?

A U.S. professor stands by his research showing there was a spike in short selling of an Israel ETF leading up to the attacks. The Tel Aviv exchange says the research is inaccurate.

Ex-Wells Fargo CEO Sues Bank For $34 Million In Withheld Pay, Stock

The former CEO says the bank canceled stock awards and withheld a bonus he had earned before stepping down.

Black Swan Fears Drive Caution, Plus 60/40 Three-Decade Performance

VIX sees record trading as looming economic and geopolitical risks keep investors cautious about a potential return of volatility.

Carson Group: Still Too Few Women in Wealth Management

Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.