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Advisors are leaning too heavily on traditional prospecting and marketing tactics, a consultant says.
No longer is schmoozing over long lunches and fine wines enough; Swiss private bankers are turning to video games and virtual reality to attract a new generation of skeptical clients and see off...
Advisors need to find a balance between clients openly sharing information and having a proper structure designed to keep this information secure.
CEOs, investors, current and former policy makers, economists and academics name their favorite reads in 2014.
Police have successfully stepped up cooperation with financial companies to cut off the money that fuels the trade in online porn.
Advisors need to embrace the latest account aggregation
technologies to satisfy the needs of today’s wealthy families.
Online security is now on the same level as data integration as a top technology priority of family office advisors and managers, according to a new study.
Advisors’ social media marketing strategies are more often a product
of impulse than careful planning.
Fortigent LLC is beefing up its technology platform for advisors who target high-net-worth clients.
The use of social media increases with wealth level, but decreases
with age level, as might be expected, according to a new study by
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