It’s a simple formula that keeps more than half of advisers primarily targeting Baby Boomers: They have the most money saved and are the most in need of...
More than half of medium and small-sized asset managers (less than $100 billion in assets under management) report they are “still cleaning and trying to understand their big...
The use of social media, particularly LinkedIn, with financial professionals continues to grow, and many say they have seen a related performance boost.
Experts convened for a webinar about retirement planning suggested a DC plan participant’s age should impact the content of communications, but not necessarily the form.
Social media is joining traditional financial news media as a key source of information used by institutional investors, according to Greenwich Associates.
A majority of high-income women feel comfortable taking risk in investments, feel fairly knowledgeable about financial products and possess advanced degrees, according to Spectrem Group.
Two-thirds of advisers using social media for business say it has helped them gain new clients, leading to a median of almost $2 million in new assets generated...
More than half of independent registered investment advisers (RIA) view technology as a front-office function and a key component for delivering quality client experiences.