Ben Lee Contributor Mr. Lee hails from Houston by way of Shanxi. A longtime investment analyst and financial commentator before the 2008 crash, he has since concentrated on providing consultant services to clients in the securities and employer benefits industries.
Advisors Shift Focus For 2018, Studies Find Advisors have shifted their focus after the Department of Labor's fiduciary rule was pushed back to mid 2019.
An Online Presence and Client Engagement Builds Credibility Social media platforms have become crucial for advisors wanting to engage with their target audience.
Network, Engage and Get Results: Using LinkedIn for Outbound Marketing LinkedIn can be a very useful tool for financial advisors’ outbound marketing — but it’s essential that the platform isn’t just used to sell.
Critics Doubtful About Sustainability of Robos Despite New Funding Robo-advisors still have plenty of doubters in the traditional advice space, despite the digital platforms attracting more investor capital.
Advisors’ Electronic Communications Aren’t up to SEC Standards The Securities and Exchange Commission’s Office of Compliance Inspections and Examinations has recommended that registered investment advisors...
