December 5, 2013
At first, using social may take a bit longer as you get comfortable, but once you master the tool it will become second nature and will likely become your most powerful marketing and client engagement tool.
December 2, 2013
For most of the past year, the status of a uniform fiduciary standard for brokers and investment advisors might be summarized as, “Don’t hold your breath: the SEC has higher priorities.” But an important event last week may serve as an impetus to move this long-simmering issue forward.
November 25, 2013
These days, many people declare themselves experts in social media and will try to sell you seminars, training, and coaching services. Should you use them?
November 11, 2013
Firms need technology resources and budget allocation if they want to create a social media program for their advisors.
October 21, 2013
From a relationship standpoint, social media and the financial advisory business are a perfect complement to one another. But social media presents serious compliance issues for firms and advisors.
September 30, 2013
Morgan Stanley has gotten a lot of heat over "pre-approved content" to be used on social media by the firm’s financial advisors, but there are several reasons it is actually an advantage, says head of digital strategy Lauren Boyman.
June 18, 2013
Lets just admit it. The words "indexed annuity" make advisors cringe. But is it time to give these products another look?
December 25, 2012
Hedge funds are packing up and heading south. Is this a continuing trend or a brief part of the financial sector's ongoing evolution?
November 20, 2012
Now that President Obama has been re-elected, Wall Street is weary of the future. How will the financial sector respond? When will it fully recover? Will the election results embolden regulators and inspire a greater degree of oversight? Will the President introduce new forms of regulation?
October 29, 2012
How can someone break into finance without a proper degree? Use what is available. Donald E Conrad didn't intend to have a career in finance, but today he is the founder and president of Conrad Capital Management.
October 9, 2012
During the first presidential debate, a Yahoo Finance poll found that 80% of voters believed Mitt Romney gave a stronger performance than President Obama. Blogger Jesse Marrus writes that among the praise and critiques of both candidates, one important question has emerged: what will happen to Wall Street if Romney wins in November?
October 1, 2012
From New York and Chicago to London and Hong Kong, there are plenty of locations to launch a new financial firm. But where should aspiring entrepreneurs begin?