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By Teresa Leno A fresh New Year is here, and you may be ready to upgrade your advisor marketing tactics. Whether you manage your blog...

Remember the rock song "I fought the law and the law won?" How about........"I fought the Fed and the Fed won." Don't fight the Fed. They are taking money out of the system.

For independent advisors, the marketing department often provides a vendor list for advisors to select technologies to help them market their services.

By Michael Nessim and Douglas Blake, Kingswood U.S. Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-correlated assets in their clients’ portfolios. After years of...

Not many people in the financial markets today have experienced a true bear market (1970's type). These markets are not going to be kind to those who choose to ignore the Fed.

When it comes to marketing, it's a combination of science and technology that must combine to produce results. In the financial service industry, CMOs and marketers are changing how they manage MarTech.

It seems like a very appropriate time to bring up some quotes from the famous (or infamous) Yogi Berra and apply them to today's...

Contrarian. Making predictions for a new year is nonsense so we won't go there. BUT, new year resolutions? Totally different way to set forth...

By Steven Brod For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...

The verdict is in. 2022 is guilty on all counts of being a bear market. Interest rates went higher then expected (surprise?), inflation wasn't transitory...