Welcome to Financial Advisor IQ

July 14, 2015

Merrill Veteran Casts Off “Fear of the Unknown”
Advisor finds he gets more support at a smaller brokerage.
View Your Website Through the Eyes of a Regulator
Don’t put marketing above compliance when it comes to websites.
The Rise of the Machine in Financial Reporting
One day soon, report-writing algorithms could be telling clients all they need to know.
Do You Plan to Do More Social-Media Marketing?

A decade ago people clamored that you had to have a blog. Will we look back and smile at those who now say the same about social media, or is it an unstoppable train? What are your social-media marketing plans?

Hilliard Lyons to Make Fee-Based Its Default Setting
Regional brokerage takes a long-view approach to teaching new ways.