Jun 22, 2024 View in Browser

ALM | ThinkAdvisor

Early Wire

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Q&A

How to Fix Holes in Your Digital Marketing

By Jane Wollman Rusoff

Snappy Kraken CEO Robert Sofia reveals advisors' biggest mistakes and the best way to get referrals, according to research.

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News

What the RIA Industry Looks Like Now, in 4 Charts

By Melanie Waddell

The number of RIAs continues to grow as well as their AUM, an IAA and COMPLY report finds.

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Analysis

More SEC Rules in Peril With Private Fund Rule Strikedown

By Melanie Waddell

Two of the SEC's main rulemaking statutes hang in the balance after the recent Fifth Circuit decision.

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News

Best & Worst Banks for Advice-Seekers: J.D. Power, 2024

By Michael S. Fischer

Personalized financial advice is a major driver of customer satisfaction, the research group finds.

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News

Wealth.com Launches Family Office-Inspired Estate Planning Tools

By John Manganaro

The Family Office Suite is intended to help advisors with issues like trusts and generation-skipping transfer taxes.

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News

Kansas City Life Accuses Ex-Employee of Burning, Stashing Policies at Home

By Allison Bell

A former assistant kept about 50 life policies and burned about 100, the insurer estimates in a lawsuit.

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Resources

Your Digital Marketing Blind Spots: How To Find Them, How To Fix Them

Sponsored by: Cetera

Uncover the hidden pitfalls in your digital marketing strategy and learn how to address them effectively. This white paper offers actionable insights, recommendations and KPI’s to help you optimize your online presence and achieve your business growth goals.

LEARN MORE

ON DEMAND

Applying A Holistic Financial Planning Approach To Achieve Alpha

Join this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.

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