Beware of 'Over-Segmenting' Your Clients
By Jeff BermanMarketing and fintech expert April Rudin discussed some Merrill data on wealthy clients that "flies in the face" of conventional wisdom.
March 12, 2021
CI Financial to Buy $2.5B RIA in New YorkSince entering the U.S. market in early 2020, Canada-based CI has made 15 acquisitions.
March 12, 2021
How LinkedIn Prospecting Is Like Adopting a KittenDogs come when they are called. Cats, like most of your prospects, take a message and will get back to you.
March 11, 2021
Time's Running Out on PPP Loans, but RIAs Have Other OptionsExecs from Live Oak Bank and DeVoe & Co. discuss SBA and other loans available for financial advisors.
March 10, 2021
Harry Dent: 'Biggest Crash Ever' Likely by End of JuneBut by 2024, it will be over and the U.S. will experience the "next Spring Boom," the "Contrarian's Contrarian" tells ThinkAdvisor.
March 10, 2021
Here Are Morningstar's Top-Rated Model PortfoliosMorningstar is expanding its ratings on model portfolios as they proliferate to meet growing demand from financial advisors.
March 10, 2021
Mercer to Buy $740M San Diego RIAMercer praised the Epstein & White's 75%-per-annum organic growth and its CEO's marketing skills.
March 09, 2021
Riskalyze Introduces New Tool to Help Advisors Pick TechBuild My Tech Stack helps advisors avoid building a "FinTech Frankenstein" that doesn't work properly, Riskalyze says.