Ron Carson rebrands, SunTrust expands to New York City, and your form ADV needs to have social media links.

Megan Carpenter, CEO and co-founder of FiComm Partners, and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses how marketing for advisors has changed and what a good marketing strategy looks like.

Only 11 percent of advisors claim to know whether their clients have pets. Doing so provides a unique emotional connection.

Think webinars instead of dinner seminars.

Tips for service providers and third-party platforms for differentiating their business and earn advisors’ trust.

Bridge the gap of emotionally connecting with affluent clients in order to win word-of-mouth influence.

A subtle change in LinkedIn's search feature lets you again search a connection's connections.

Seven traits to look for in people who are serious underachievers.