LPL Financial is offering its hybrid advisors up to $100,000 to shift their assets held elsewhere to LPL’s advisory platforms, according to an internal communication sent to advisors Wednesday. ...
Online calendars are a necessity today. Most people gravitate towards Google’s calendar or iCal. But Sunrise is calling to some looking for a scheduler that also scrapes social media. Besides integrating with iCloud, Google or Exchange...
Years ago, the branding tool of choice for financial advisors was the brochure. This static piece of glossy collateral usually required a fairly substantial investment, but its branding value has been on a serious downward trend for well over a...
REP. recently surveyed over 2,000 advisors across channels about their views on the economy and business as part of its 2015 AdvisorBenchmarking All-Channel Report. Here’s what they had to say.
Wirehouse Advisors More Bullish
Wirehouse ad...
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? With social media influencing public perception and access...
