How Can Small Firms Stay Competitive? Are smaller firms getting squeezed by competition and consolidation or are new technologies and resources changing the game? Peter McGratty of Pinnacle Advisor Solutions sees opportunities ahead for small RIAs.
Top Portfolio Mistakes Advisors Make Advisors are people, too, and they make investing mistakes like everyone else. Here are the most common ones they make, according to advisor and Financial Planning contributing writer Allan Roth.
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Many of the methods commonly used to tell if someone is lying don't actually work, says Jason Voss of the CFA Institute. Here are some techniques to help financial professionals improve their ability to detect deception.
Maria Hartwig, associate professor of psychology at the John Jay College of Criminal Justice in New York, says there is no relationship whatsoever between "giveaways," such as someone who won't look you in the eye, appears nervous, fidgets or contradicts himself, and not telling the truth.
Before anyone represents your firm online, they need to understand why a blog is important to your organization, what the goals are that you wish to achieve, and the doís and doníts for contributing. Here are the three tips to make sure your bloggers succeed.
With FINRA clearly stating its social media guidelines, the question many advisors are asking themselves is this: what do I do now? Luckily, there are three simple steps to avoiding regulatory fines and keeping your advisors actively online.
LinkedIn rolled out a new profile design to all current users, featuring a more simplified look and feel, deeper insights into the strength of your profile, and new ways to build connections and foster relationships. What does this mean for you and how can you leverage it?
For financial planners, social media is an important tool as they search for newer ways to generate leads, build personal relationships with clients and prospects, and grow a reputation as an influencer in financial services. However, many are still hesitant to jump aboard the social media bandwagon due to compliance regulations and lack of knowledge on how to begin.