Kim Dellarocca, Pershing’s global head of segment marketing and practice management, on how firms looking to recruit next gen advisors need to pay just as much attention to their offline allure as they do their technological savvy.
Think E-Trade revolutionized online financials? Welcome to crowdfunding — the ability for anyone to invest in nearly any kind of option or enterprise over the Internet at any time. Should your clients be involved?
My New Financial Advisor founder Frank Troise sold his one-year old firm to Invested.In, an online crowdfunding support site this past October — a merging Troise believes will bring advisors more prospects.
Completing a recent study on digital marketing in the financial services sector, Frank Dudley, president and founder of Brand New Media found that firms raised their digital marketing budgets by 30% in the past year — often at the expense of print.