Mark Zuckerberg, you have 487 new notifications. Not from friends, but from inquiring minds in the media. If you think his life is bad as this Cambridge Analytica scandal remains in the headlines, just imagine what life could be like inside your firm should a crisis...
“I don’t need you. I can just do it myself.” That’s the phrase advisors have feared since the first online discount brokerages started marketing to the average investor. The same feeling that empowered a generation of day-traders, inspired the dawn of the...
Elon Musk once famously likened the rise of artificial intelligence to “summoning the demon.” While the infiltration of technology into the financial advice landscape isn’t being described quite as ominously, the relationship between the two is nothing short of...
Earned media should be an integral part of any thought leadership program. Yes, you should be creating content on your blog and social handles to establish thought leadership and build an audience. Yes, paid media like sponsored social posts and paid search can boost...
This year’s Inside ETFs kicks off on Sunday, gathering over 2,500 ETF proponents under one roof to discuss what the future holds for the now wildly popular investment vehicles. With a quarter-century of existence under their belt, ETFs are included in more portfolios...