Financial advisors want and need to be discovered via Google searches. The challenge becomes how to use their website to make that easily happen. We did the research for financial advisers. The research blew us away. We provide some beginning ideas how to do that and get you up to speed on the trends and tools to get it done. Read the full article on Wealth Advisors Trust.
Newcomer Convexitas added an options strategy. John Hancock Investment Management, Nuveen Asset Management, and ZEGA Investments also expanded their current offerings to respectively include all cap core, small cap core, international value ADR, and a tactical ETF options strategies.
"Since we began generating this data, Insights related to IRA contributions and underperforming products have consistently ranked among the most utilized—highlighting ongoing advisor focus on retirement planning and identifying underperforming holdings within client portfolios."