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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Number 8860726. We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

Number 8860726. Younger Gen Xers tend to be more akin to millennials, preferring shorter, more frequent digital communication from their advisors. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

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Weekend Reading For Financial Planners (November 25-26)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that FINRA has issued a proposal to allow broker-dealers to advertise hypothetical performance data to institutional and high-net-worth investors, which would bring the rules for broker-dealers largely in line with (..)

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Weekend Reading For Financial Planners (July 27-28)

Nerd's Eye View

Also in industry news this week: While the number of RIA M&A deals has not surged in 2024, the average size of deals has increased, demonstrating interest from (often private-equity-backed) firms in pursuing larger targets Off-channel communication tops the list of concerns amongst RIA compliance professionals, with advertising and marketing coming (..)

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Weekend Reading For Financial Planners (September 14–September 15)

Nerd's Eye View

Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)

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How Financial Advisers Can Boost Online Reputation Through Google Reviews (While Complying With SEC Marketing Rule Requirements)

Nerd's Eye View

Further, advisers can potentially reduce the number of negative reviews received by ensuring that prospect and client relationships that do not work out (e.g., Next , by taking a proactive approach to reinforcing where they add value (e.g., when a prospect does not meet the firm’s asset minimum) are handled respectfully (e.g.,

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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

Number 8860726. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.