Updated Thursday, July 24, 2014 as of 8:30 PM ET
D.A. Davidson 80 Years Later: New Brand, Poised for Growth
For its 80th birthday, regional firm D.A. Davidson Companies is getting a bison. Well, for its logo at least.
As the Great Falls, Mont.-based firm approaches its 80th year in 2015, it has rolled out a new logo that features a bison overlaid with a sunburst.   more »
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Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients. more »
To best leverage social media in their practice, advisors need to familiarize themselves with their firms' compliance rules and get a little personal on their social media accounts. more »
Attendees at the recent Women Advisors Forum, held in New York, shared tips and experiences when helping clients fund philanthropy, branding their practices and investing fine arts. And advisors heard from industry veterans like Sallie Krawcheck. See the smartest takeways from the conference in our slideshow. more »
Advisors can enhance their branding by personalizing their practice more. Here are some ways to develop your personal approach. more »
'It's like rolling through a stop sign and you get the death penalty,' says the lawyer for Florida advisor Max Zavanelli. more »
Growth opportunities for broker-dealers in the bank channel will come from within. Instead of seeking unprogrammed banks, they will focus on increasing their existing ranks and expanding their share of clients’ business. more »
By snapping up a series of independent B-Ds in quick succession. the RCS Capital executive chairman has instantly made himself an industry player. He talks to Financial Planning about his plans. more »
Advisors who host an event to lure the well-heeled often end up being disappointed. Here are six steps to do it right. more »
Hoping to catch the baby boomer retirement wave, Merrill Lynch unveils a new approach to financial planning. more »
Former wirehouse complex manager Tony Sirianni launches Sirianni Strategy Group, a consulting and marketing firm, to help independent firms attract wirehouse advisors. more »
Looking beyond widowhood and divorce, advisors are missing opportunities to market their services to female clients. more »
A graying workforce. A homogenous culture. New technologies. With its future at stake, the wealth management industry is finally confronting its many challenges. more »
The Insured Retirement Institute is planning the launch of an advisor council this spring. more »
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