Make the Most of LinkedIn for Client Acquisition
A study found that advisors must look beyond overused methods for prospecting like email, toward more engaging tools such as LinkedIn.
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Analyst: Bitcoin is Unworkable as Part of a Portfolio
A Bernstein analyst warns against being drawn into bitcoin by the fear of missing out.
Digital Bonds Platform Launched for Independent Advisors
A startup has launched a cloud based application that allows advisors to find, compare and evaluate municipal bonds.
Innovest Global Inc. Acquires National Call Center with 30 Year History
Innovest Global Inc. has acquired Call Center Resources
Effective Uses of Social Media for Marketing
There are some ways advisors can avoid common pitfalls in social media marketing strategies.
Welcoming Apple Computer Raises Nevada's Profile As America’s Most Favorable Tax Haven
The state next door offers Silicon Valley giants an obvious financial edge — and highly compensated executives see the personal benefits as well.
Social Media Can Boost Client Numbers, Assets, Study Finds
Putnam Investments has followed advisors’ social media activities since 2013, and their 2016 survey shows 85% of advisors use online platforms.
