Financial Advisors - Your Practice

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  1. Are Your Clients Financially Literate? Probably Not

    Financial literacy is on the decline in the U.S. Advisors shouldn't assume their own clients are well-versed in all areas ...
  2. How an Opt-In Box Can Grow Your Email Following

    Email is powerful for communicating with your financial advisory clients and nurturing prospects. Here are some tips on how ...
  3. Talking to Clients Who Think Stocks Are in a Bubble

    Here's what to tell clients who think that the market is in bubble territory.
  4. Keys to Keeping Millionaire Clients

    Almost half of millionaires would not recommend their advisor. Here's how to keep these clients happy.
  5. TD Ameritrade's Robo-Advisor Offers Many Options

    TD Ameritrade Institutional is marching down a different path, offering a smorgasbord of robo-advisor solutions for its clientele.
  6. Why Fiduciary Rule Revisions are Rankling Advisors

    The final version of the fiduciary rule contained several revisions that now appear to be less beneficial to advisors than ...
  7. Why Consumers are Skeptical of Financial Advisors

    Advisors find themselves facing major obstacles when it comes to gaining their clients’ trust. Here's why.
  8. 5 Huge Benefits of Blogging for Your Business

    If you aren't convinced that content marketing can help grow your client list, here are five benefits of blogging for your ...
  9. How Advisors Can Find Their Growth Groove

    Growing your financial advisory practice to the next level takes time. Here are some strategies to try to fine-tune your ...
  10. 4 Reasons Why Financial Advisors Should Use Fintech

    Discover four reasons why financial advisors should adopt the innovative solutions offered through fintech companies, including ...
  11. Why Email Marketing Should Be an Advisor Priority

    You have only so much time in your day. Email marketing makes it easier for advisors to maintain that ever-so-important one-on-one ...
  12. Advisors: What the Election Means to Your Clients

    Voters in the upcoming presidential election don't view retirement security as a key issue, a new poll shows.
  13. RIAs: Watch the SEC’s Advertising Reg Fine Print

    Advisors need to understand the SEC's advertising rules to avoid potential liability and enforcement actions.
  14. Why Social Media is a Necessity for Advisors

    There are a multitude of reasons why financial advisors should be on social media. Here are three of them.
  15. Why Advisors Should Take Twitter Seriously

    Financial advisors who haven’t already done so should consider taking Twitter seriously. When used the right way, it can ...
  16. What Happens if Tech Giants Launch Robo-Advisors?

    What would happen if Amazon, Alphabet or Apple entered the robo-advisor arena?
  17. How Advisors Can Win at SEO with Their Websites

    Given the competition from other financial advisors, it is wise for you to practice good SEO to increase your chances of ...
  18. How a Website Can Grow Your Financial Advisory Firm

    Everybody—including potential clients—goes online to find what they need. So your website should be helping to grow your ...
  19. How to be a Top Financial Advisor

    The best advisors love what they do for a living, but they also know what to do to get to the top. This shared advice can ...
  20. The Case for In-Person Client Meetings

    Meeting clients in person seems unnecessary considering how we connect with technology. But advisors can miss a lot by cutting ...
  21. Fiduciary Rule Grandfathering Gray Area for FAs

    Advisors who change companies after April 10th may lose the grandfathering exemption under the DOL's fiduciary rule.
  22. What Advisors Need to Know About Cryptocurrencies

    As Bitcoin and currencies like it grow in popularity, advisors should have a good grasp on how to explain them to clients. ...
  23. An SEC Database for Checking Up on Competition

    Financial advisors can use the IAPD disclosure site, which is operated by the SEC, to check in on the competition.
  24. What Wealth Managers Need to Survive the Future

    Here is some insight into why wealth managers should accelerate plans to adopt technology and be willing to partner with ...
  25. The Best Tools to Identify Potential Clients

    These are some of the best tools and resources to cost-effectively identify and communicate with potential clients.
  26. Lawsuits Aim to Overturn DOL's Fiduciary Rule

    Five lawsuits aim to overturn the DOL fiduciary rule that was introduced earlier this year. This is an overview of the complaints ...
  27. How to Leverage Millennial Wealth

    Take these steps and you'll be first in line when young investors start looking for professional financial services help.
  28. How Technology Creates Value for Advisors

    Using technology to demonstrate value can lead to a better client relationship.
  29. How Advisors Can Nail SEO Fundamentals

    These basic SEO measures are useful for advisors looking to strengthen their search rankings while building and maintaining ...
  30. How Advisors Can Hang Onto Their Bottom Lines

    A new report reveals a handful of obstacles financial advisors are about to face and gives suggestions on how they can adapt. ...
  31. 10 FinTech Companies to Watch in 2016

    These are 10 FinTech companies to watch in 2016.
  32. Twitter Tools Advisors Should Consider

    Financial advisors can benefit from Twitter by leveraging these tools to take full advantage of the micro-blogging platform ...
  33. Why Fee-Based Variable Annuities Are Coming Back

    The DOL rule may lead to sweeping changes in the retirement planning industry, and there will likely be more use of fee-based ...
  34. Crowdfunding: What Advisors and Clients Must Know

    Now even the most elementary investor can take a stake in a startup via a crowdfuding platform. Does that mean they should?
  35. How to Beat Robo-Advisors With Online Marketing

    With these digital marketing tips, financial advisors can present themselves as an engaging alternative to their more impersonal ...
  36. Fees You Can Expect from a Financial Advisor

    A look at the different types of financial advisors and how their fees work when it comes to providing financial planning ...
  37. Mobile Investing: What Investors Want

    Financial advisory firms that want to maintain their competitive edge need to stay abreast of the latest mobile technology ...
  38. Wells Fargo to Launch Robo-Advisor in 2017

    Wells Fargo is preparing to enter the robo-advisor field with the launch of its service in early 2017.
  39. Why Advisors May Want to Get to Know Envestnet

    Envestnet may be the answer for advisors looking for a complete client service system. Here is the lowdown on its suite of ...
  40. Digital Marketing Tips to Grow Advisors' Business

    Advisors may want to consider these digital marketing tips when it comes to maximizing the effectiveness of their social ...
  41. The Big Disconnect With Big Data and Advisors

    Financial planning firms that undertake big data projects need to clearly define their goals so they can glean more insight ...
  42. Pay-to-Play Rule Back in Spotlight with Pence Nom

    The SEC pay-to-play rule, which limits campaign contributions from financial advisors, is especially relevant with Governor ...
  43. These Robo-Advisors Aim to Serve Women

    Women's general lack of confidence in investing makes the female market a ripe one for tailored advisory services. Here's ...
  44. Why Human Financial Advisors Are Insanely Valuable

    As the financial world becomes evermore digitized at a lightning pace, many wonder how relevant human advisors are. This ...
  45. Why Betterment Delayed Trading Post-Brexit Vote

    A look at Betterment and its controversial decision to temporarily halt trading the morning after the historic Brexit vote. ...
  46. Who Wealthy Investors Pick as Their Advisors

    Affluent investors have particular characteristics that decide the type of advisor they choose. Knowing these can help advisors ...
  47. How Paladin Digital Marketing Helps Advisors

    It can be hard for advisors to keep up with ever-evolving technology trends. Paladin Digital Marketing is one firm that aims ...
  48. A Shakeup Is Coming for the Advisory Industry

    With many advisors nearing retirement, mounting interest in robo-advisors and advisor defection to competitors are setting ...
  49. LinkedIn/Microsoft Deal: What Advisors Should Know

    Microsoft’s acquisition of LinkedIn could benefit advisors in many ways, but it could also introduce some new compliance ...
  50. Why Mobile Technology Is Crucial for Advisors

    Here's why mobile technology matters for financial advisors and how they can ensure that they’re keeping up-to-date with ...
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