Marketing

In a time when AUM-based advisors are being paid less and working more, Snappy Kraken is offering to reduce its fees and prices.

CEO and founder Deborah Fox hopes the name change reflects the variety of services advisors can access via the network.

SEC Commissioner Allison Herren Lee questioned the enforceability of the agency's proposed changes to its advertising and solicitation rules.

The 'sales coach' mentality still thrives in the advisory world, to everyone’s detriment. There is a better way.

Advisors' most common questions and concerns about going independent when it comes to dealing with the media.

Besides providing a compliance-friendly means for deploying advisor-created content, Lead Pilot ranks clients based on their interaction with marketing materials.

If your goal is to do better work, start by doing more work.