Almost half of advisors at independent broker/dealers use social media, according to WealthManagement.com’s All-Channel Benchmarking Survey. But what about the firms themselves? Here are the top 10 IBDs that best take advantage of this marketing tool.
As part of this growing sector of the industry, committed to making financial advisors more successful, Riskalyze will be keeping an eye on the major trends and movements occurring within financial services technology.
Financial advisors’ confidence in the economy and the markets dropped 4.6 percent in March as respondents absorbed the fall in oil prices, the rise in the dollar and bond repurchases in Europe sending yields there close to zero.
A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?...More
In this season of change, cut through interest-rate noise. Get past the chatter and learn how to potentially optimize clients' fixed-income portfolios for income, diversification, flexibility, and tax benefits....More
A charitable lead trust (CLT) is a valuable estate-planning tool that may be overlooked in crafting a client's estate plan. When clients are charitably inclined but want to balance philanthropic goals with a desire to provide for their family, a CLT is the perfect tool to consider....More