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Summary: African-American incomes are rising faster than any other group in the world, but financial advisers seeking to target them as clients need to understand some of their deep-rooted money perceptions.
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Summary: [VIDEO] Natixis research says no matter what the wealth bracket, it's value that clients want.
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Summary: Writing a book can do big things for financial professionals. Books reinforce the credibility of the author and can help establish the author as a thought leader and authority figure in the eyes of potential clients, plus it gives you an invaluable marketing and lead generation tool.
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Summary: Curt Chandler, Penn State professor and multimedia guru, spoke these words to Gregory FCA staffers recently during a presentation about communications best practices in today’s digital age. Chandler explained that one of the biggest mistakes marketers, journalists and PR professionals can make is expecting their target audience to find their content no matter where they post it. Instead, it is paramount for today’s communications professionals to identify where their audience gets their information and meet them there.
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Summary: With an increasing number of the best independent advisory practices growing into full-blown firms, Barron’s asked some key executives to put this moment in time in perspective. Here are their comments:
