Problems with Robo Advisors: A Guide for Humans

financial advisor

Robo-advisors are to financial planning as Uber was to taxi services: disruptive. According to a report by MyPrivateBanking, assets being managed by all registered investment advisors now total around $5 trillion, with robo-advisors managing roughly $14 billion of those assets. If not already a cause for concern, this amount is set to increase over the next few years. Continue reading “Problems with Robo Advisors: A Guide for Humans”

A Guide to Marketing for Financial Advisors

marketing for financial advisorsDue to the legal issues with compliance, many advisors choose to avoid the headache and stay away from digital¬†marketing. This is a wasted opportunity. There are ample marketing solutions that can help you increase your online presence while staying FINRA compliant. So whether you’re just starting out or trying to grow your business, there are a host of marketing tactics financial professionals can employ to increase their market share.

Read on for our guide to marketing financial advisors!

Continue reading “A Guide to Marketing for Financial Advisors”