Inside Information
APRIL 1, 2024
You may have read, in passing, that the Financial Services Institute—the broker-dealer lobbying organization—has filed a lawsuit in the U.S. The BDs don’t set work hours, but their compliance regime does supervise client communications—but not the planning advice given or the way portfolios are managed.
Indigo Marketing Agency
DECEMBER 18, 2019
That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. . But which marketing companies for financial advisors will help you grow your assets under management (AUM) and which are a waste of money? Twenty Over Ten is a website platform built for the modern financial advisor.
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Indigo Marketing Agency
FEBRUARY 24, 2024
Paid advertising: Digital agencies can reach potential clients across a wide range of demographics and interests by using paid advertising platforms like Google Ads and social media advertising. Here are some ways you can boost your marketing efficiency by utilizing the services of a digital agency.
Brown Advisory
AUGUST 14, 2023
For social media types selling advertising, the algorithms need to be tuned to keep serving up “new” information to keep our attention – with scant regard to the quality of the information presented. ROIC calculations presented use LFY (last fiscal year) and exclude financial services.
Indigo Marketing Agency
NOVEMBER 20, 2023
access to premium financial insights, a free consultation, or a subscription to a financial newsletter). Compliance With Privacy Laws and Regulations Ensure compliance with privacy regulations like GDPR, CCPA, and CAN-SPAM Act. Paid Advertising (PPC) for Financial Advisors Create targeted ads on Google and Facebook.
The Big Picture
MAY 9, 2023
And again, I ended up in the financial services audit practice at KPMG. ADVERTISEMENT) RITHOLTZ: Tell us a little bit about what the Goldman Sachs asset and wealth management business is like. We didn’t really have to worry about marketing or advertising, didn’t spend time on podcasts or TV. We love it.
Indigo Marketing Agency
APRIL 4, 2024
Through strategic use of hashtags, targeted advertising , and engaging content, you can connect with leads who may not have been able to reach you through traditional networking channels. Regulations such as SEC, FINRA, and FCA impose strict rules on advertising, communications, and disclosures.
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