Business Development

A survey shows that advisors who established both a business and social relationship with an affluent client enjoyed more trust than advisors who had only a business relationship.

The modern investor wants financial advisors to use newer technologies in managing their money and play an effective role while making investment decisions.

A whitepaper published by Securian Financial Services, a US based Registered Investment Advisory firm, gives five social media tips for IFAs to engage with their clients.

According to IBM research, mobile email clicks were up 23% in 2015. Read on to find out how you can increase client engagement through mobile phones using these simple tips.

A whitepaper on ‘Gen Y is ready to invest…Are you ready to advise them?’ gives recommendations to advisors on how to tap millennials and engage with them.

A whitepaper on ‘Marketing tactics of elite advisors’ shows what elite advisors are doing to attract and retain wealthy clients.

In 2025, financial advisors will spend most of their time cultivating existing relationships through in-person meetings even with the increase in robo-services.

Most advisors were interested in a broad range of value added program topics, with economic and market insights ranking as most interesting and alternative investments ranked the least interesting, finds a wealthmanagement.com and FUSE research survey.

A whitepaper released by SEI gives insights on what advisors should do to strengthen and grow their business.

While speaking on the topic ‘All izz Well’ at the Network FP National Conference, Aashish Somaiyaa, MD & CEO, Motilal Oswal AMC said that advisors need to come out of the belief that their fortunes are tied only to the stock markets.

This online study was done in USA which surveyed 1,242 financial advisors.

Read on to find out the winning strategies of successful IFAs.

77% of respondents say that they use online search engines like Google to know about advisors prior to meeting them.