Marketing/Client Acquisition

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Activist Advisor Recalls Jousting With Elon Musk, SEC Over Tweets

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Advisor Ross Gerber found that his successful social media activism had a downside.

Roth IRAs--The Intriguing Mathematics For High-Wealth Taxpayers

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The Roth remains one of the best ways to keep the taxman at bay but the mathematics might surprise advisors.

Advisors Urged To Share Some Personal Details With Clients

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Being open with clients leads to stronger relationships, advisor Jessica Jones says.

Optimizing Personalization Across Advisors' Practices

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Delivering customized experiences and solutions is more critical than ever for serving current and future clients.

Survey Shows A Move Away From Professional Financial Advice

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Just over half of clients surveyed said they weren't getting the advice they needed.

Closing: How To Ask For The Order

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Here are several strategies to help you close the deal with prospective clients.

Kingswood U.S. Expands Investment Banking And Capital Markets Capabilities

by FA Staff

The firm hopes to beef up capital-raising for middle-market companies in healthcare and tech.

Veteran B-D Recruiter Jon Henschen Dies At 64

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The industry pioneer and broker-dealer critic died on July 4 following an earlier cardiac arrest.

RIAs Weathered Rocky 2022 Markets With 4.1% Revenue Increase, Schwab Says

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Firms also saw a 6.2% increase in client count despite the volatile markets.

Dealing With Bull Markets--They Don't Last Forever

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Bull markets average five years. They might run longer, but not forever.

Good Financial Advisors Are Needed For Clients' Business Sales, UBS Says

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A panel of UBS advisors put the sales of businesses in perspective.

Why This Big Wealth Tech Abandoned A Familiar Brand

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Riskalyze has been renamed Nitrogen, a name the company says reflects its evolution into a growth-minded tech provider.

Should Advisors Jump On The Threads Bandwagon?

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A new microblogging platform has emerged. Should advisors get on board?

Impactful Digital Marketing Starts With The Website, Experts Say

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Advisors can use social media and search engines more effectively if they have an engaging website.

Most Wealthy Investors Stick With First Advisor They Meet, Dynasty Says

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Clients don't believe in kicking the tires when they shop for advisors, according to a survey by Dynasty Financial Partners.

SEC Marketing Rule Tops Advisor Compliance Concerns, IAA Says

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Cybersecurity and electronic communications were also top concerns in a survey of compliance officers.

If I Wrote Fortune Cookies

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If little scrolls of wisdom could be passed around the financial world, what would they say?

Is The New AI Cool For Wealth Management?

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Here's how advisors are already diving into the new generation of generative artificial intelligence applications.

Why Investors Fire Their Advisors, According To Morningstar

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Advisors should contact, listen to and learn from clients who are firing them, Morningstar's experts said.

Three Closing Strategies Beyond The Obvious

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Here are three different strategies to close the business.

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