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

Buy these under-the-radar quality dividend payers, Bank of America says

The Russell 2000's performance in 2024 has been underwhelming compared to its large-cap peers, but there are solid income payers within the index.
AI darling Nvidia reports after the bell. What Wall Street is watching

Here's what Wall Street is closely watching when Nvidia reports after the bell Wednesday.
Deutsche Bank says it's time to invest in trash through these 2 stocks

According to the Waste Business Journal, the waste and recycling industry generated about $91 billion in 2022, which is significantly higher than in 2019.

Personal Finance