April Rudin

Articles by April Rudin
Content on Vacation
How to avoid getting into the “Social Media Hall of Shame?” Keep your social media presence alive, active and consistent. It tells clients you can stick to a plan.
Tearing Down The Great Wall
Understanding younger generations is often difficult and occasionally frustrating. But the future of your business depends on it.
Trust Me, I’m a (Social Media) Professional
Social media advisors seem to be multiplying, particularly when it comes to the financial service industry. Shouldn’t someone be vetting these people?
Kim Kardashian isn’t Warren Buffett: Why SEC’s REG D -Accredited Investor Rule Doesn’t Work

When Kim Kardashian appeared on CNBC hawking her line of cosmetics, she became the latest celebrity to try to turn her status into a viable business venture. From reality TV stars to professional athletes to entertainers, many have tried and failed to recreate themselves as entrepreneurs.

Maybe the Middle Class Isn’t DOA 1
As the tone of political rhetoric surrounding the upcoming election escalates in hysteria, a pivotal issue for both parties is assigning blame for the decline of the middle class.
Muslims and Money: Awareness Key To New Sources Of HNW Clients
By and large, advisors may view Muslim investors as a potential profit center, but don’t feel they have the requisite knowledge of issues important to Islamic financial consumers. They may missing out on a potentially lucrative client demographic.
Why Your Future Client Is High Net Worth
The middle class is toast. In the wake of the financial crisis, middle class families in the U.S. are burdened by too much debt, the rising cost of health care, disappearing jobs. It's a brutal calculus, but FAs looking to thrive need to aim higher.
Wealth Matters: Prepare for the Coming Hedge Fund Marketing Blitz
A little-known stipulation in the recent JOBS Act: Hedge Funds are now free to advertise directly to consumers and investors. April Rudin's tips on preparing your clients for the coming marketing bonanza.
Wealth Matters: Wealth Management Needs A Facelift 1
Gen X and Gen Y - the young-ins' - are expected to overtake baby boomers as the coveted clients of wealth managers by 2018. Are you ready?
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Bank Guarantee For Lease

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Insurance vs. Investment

Hey I just quit my job as an assistant to an FA (long story...) Was thinking of going into the insurance side, and then use it as a leverage to get in the training program of a canadian bank on the investment side. I talked to insurance agents at my old firm, commission seem to be comparable  and the market larger yet it seems the investment side attracts far more applicants.  So what made you choose insurance over invesment?  Did anyone make the transition from insurance to getting investment-liscenced properly?...More
Retirement Planning Snapshot

The Numbers Behind Social Security

Most Recent Blogs & Columns
May 24, 2013
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Advisors on the Move

Wunderlich Securities, Janney Montgomery Scott, Rothschild and Schechter Wealth Management boosted their ranks recently with fresh recruits, while others like Chase and NFP promoted executives from within to take on new responsibilities....More
May 23, 2013
blog

The Blotter Report: Legal Legwork Pays Off

Federal and state prosecutors, as well as several New York law firms, have put the screws to advisors this week. Back in the U.S., a former stockbroker who fled prosecution for a pump-and-dump scheme was hit with a 7-year jail sentence this week, while FINRA and Massachusetts levied multi-million fines against some of the biggest independent broker-dealers....More

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