Section 5: Marketing and Client Relations

Not surprisingly, the most important target markets for advisors across all three channels are mass affluent and high net worth individuals. Parsing the responses further, we observe that W/R advisors are relatively more focused on the upper end ...

Section 5: Marketing and Client Relations

When surveyed as to why they do not utilize social media platforms for their businesses, the reasons advisors give vary considerably. Approximately half of advisors across all three channels not on social media platforms claim it is due to uncert...

Section 5: Marketing and Client Relations

Section 5: Marketing and Client Relations

Section 5: Marketing and Client Relations

With so many different management approaches, the most sensible engagement with social investing is to first decide what aspects are most important on an individual basis, and then attempt to express this point of view via given options.

AlphaBridge Capital Management and its two owners will pay about $5 million to settle U.S. Securities and Exchange Commission charges that they fraudulently inflated the prices of securities in hedge fund portfolios they managed...

Smartypants. | Copyright Chung Sung-Jun, Getty Images Is there a smarter approach than so-called "smart beta?" New York-based advisory firm Gerstein Fisher thinks so. According to a comprehensive examination conducted by the firm looking at th...