The Practice: Marketing

• May 8, 2017

  Ponzi Schemes Are Alive and Well

  Investors warned: The best defense against fraud is a licensed financial advisor.

  No Comments
• May 3, 2017

  Advisor Enthusiasm for President Trump Wanes

  A new FA-IQ poll seems to suggest support may have dipped for the newest White House resident.

  Last Comment: May 4, 2017
  2 Comments
• May 2, 2017

  Wells Fargo Scandal Fallout Ripples Through Industry

  Last year’s cross-selling debacle at Wells Fargo has led to expanded consumer advocacy.

  Last Comment: May 2, 2017
  1 Comment
• May 1, 2017

  Many Advisor Websites Lack Two Critical Factors

  To generate leads from website visitors, advisors should offer free educational materials and drive traffic.

  No Comments
• April 27, 2017

  Advisors and Firms Must Now Adapt to Survive

  Bob Curtis, PIEtech

  The DOL Rule may live or die, but the business of financial advice has changed and firms.

  Discuss this Column

  No Comments
• April 25, 2017

  What Most Americans Think About Fiduciaries

  Two in five would leave their advisor if they learned they weren’t fiduciaries, survey finds.

  Last Comment: May 2, 2017
  2 Comments
• April 25, 2017

  Ameriprise Reveals Strategic Expansion Deal

  Purchase of Texas-based firm opens up banking channel.

  No Comments
• April 20, 2017

  OppenheimerFunds Launches New Channel for FAs

  Hosted on FA-IQ, the channel is a hub for research and insights from the manager.

  No Comments
• April 17, 2017

  Investors May Start Asking More About Advice Fees

  Mainstream media breaks apart various fees associated with financial advice.

  No Comments
• April 13, 2017

  LPL Gets Literal About Conflicts of Interest

  Firm tells affiliates to stop claiming they’re conflict free.

  No Comments