From blogging to YouTube, financial advisors are finding that social media innovation is helping them build their brands and win client assets.
Advisors can appeal to an increasingly diverse consumer base by learning how to embrace cultural differences and hone interpersonal skills with distinctive groups.
Some advisors prefer clients with assets in the $500,000 to $2 million range over the ultrawealthy—they are less maintenance.
More female financial advisors see the growth potential in targeting women investors.
From social video to niche social networks, financial advisors are hunting for prospects in the digital world.
Socially responsible investing has caught on and accounts for nearly one-fifth of the money under professional management.
The key to any good Social Security strategy is figuring out how to time claims to maximize the size of your benefit.
Stacy Francis, president and CEO of Francis Financial, explains the Consumer Price Index and how it can impact finances.