Added on October 2016 in Other Ideas
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Summary: Since we last rated the best podcasts for financial advisors just one year ago, over 5,000 new podcasts have been launched. Today, more than 40 million Americans listen to an average of six podcasts per month. And why not? Pointing to a specific podcast is also a great way to educate clients.
Added on October 2016 in Other Ideas
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Summary: This year has seen some of the most high profile hacking attacks in the Internet age. You would think that the near daily distribution of politicians’ emails would be enough to spur firms to increase their efforts to shore up their electronic defenses.
Added on October 2016 in Other Ideas
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Summary: TD Ameritrade and Toronto-Dominion Bank are shelling out $4 billion for online discount brokerage Scottrade Financial Services, which includes its banking operations, Bloomberg reports.
Added on October 2016 in Other Ideas
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Summary: Fidelity revealed details of wide-ranging digital plans, from technology and platform upgrades to how the firm will provide advisers with a robo.
Added on October 2016 in Other Ideas
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Summary: All too often, firms view marketing as an all-or-nothing proposition that has to be completely managed in-house by a full time marketing professional, and they just don’t have the need or budget. What these firms don’t realize is that there are other options available. One such option is a Virtual Marketing Director (VMD).
