Marketing

Harvesting the Potential of Digital Media in Your Practice

Here’s how media, and particularly social media, have helped me build my brand and grow professionally.

How to Attract More Female Clients

Firms ignoring women on either side of the desk are hindering their growth efforts as women acquire more wealth.

10 Mid-Year Marketing Moves

Five marketing-savvy advisors — all women — share progressive tips that will inspire you and help your firm thrive. (By Laura Garfield)

What the Wealthiest Families Deserve

A family office rich in entrepreneurial spirit matches its approach to the entrepreneurial values of its UHNW clients.

AI for Advisors: Dos and Don’ts

Failing to use ChatGPT and other AI — or misusing it — can harm your practice, says Thrivent’s tech expert.

8 Ways Clients Can Help You Serve Them Better

Clarifying their role and your expectations for them can improve advisor-client relationships on both ends. (By David Leo)

Getting From $0 to $100 Million In AUM

An advisor shares her secrets for hitting this milestone less than five years after founding her firm.

10 Ways to Boost Turnout at Firm-Sponsored Events

With some advance planning, attracting clients (and their friends) shouldn’t be difficult. (By Bryce Sanders)

To Give In to the Client — or Not

In situations where conflict arises, a technique known as nonviolent communication can help.

Six Ways to Invest In Your Advisory Practice in 2023

Making these mostly inexpensive investments in your business can provide a lot of bang for the buck. (By Bryce Sanders)

Latest News

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.

Supreme Court Seems Wary of SEC’s In-House Tribunals Without Juries

The Supreme Court discussed a case involving a hedge fund manager in which the SEC brought a civil enforcement proceeding that charged he mislead investors.

Annuity Sales Continue March Upward

Annuity sales are set to have another record-breaking year, based on results in the third quarter.