The New Financial Advisors

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The New Financial Advisors

7 Advisor-Schmoozing Tips Beyond Facebook, Twitter
11:48 AM ET Fri, 24 May 2013
From blogging to YouTube, financial advisors are finding that social media innovation is helping them build their brands and win client assets.
Cultural Understanding Will Connect You to Diverse Clients
12:49 PM ET Thu, 23 May 2013
Advisors can appeal to an increasingly diverse consumer base by learning how to embrace cultural differences and hone interpersonal skills with distinctive groups.
Advisors Target Merely Rich Instead of Really Rich
1:21 PM ET Thu, 23 May 2013
Some advisors prefer clients with assets in the $500,000 to $2 million range over the ultrawealthy—they are less maintenance.
Female Financial Advisors Pursue Female Clients
10:37 AM ET Wed, 22 May 2013
More female financial advisors see the growth potential in targeting women investors.
The $27 Trillion 'Generation D' Prize
9:58 AM ET Wed, 22 May 2013
From social video to niche social networks, financial advisors are hunting for prospects in the digital world.
Fund Managers Court Silicon Valley of the Dollars
10:28 AM ET Fri, 24 May 2013
Wealth managers go where the money is, and the technology capital is flooded with the next crop of the newly rich.

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Investing

Here's what Buffett said about his key holdings at the Berkshire annual meeting

Here's a collection of comments from the "Oracle of Omaha" on some of Berkshire Hathaway's holdings.
Buffett says Berkshire sold its entire Paramount stake

"I was 100% responsible for the Paramount decision," Buffett said. "It was 100% my decision, and we've sold it all and we lost quite a bit of money."
Most of Warren Buffett’s stock portfolio is tied up in just 5 stocks

Berkshire Hathaway reported Saturday its first-quarter 2024 figures, revealing that most of the conglomerate's stock portfolio is focused on just five stocks.

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