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Think Advisor
Tibergien, Sievert: RIA Deal Market Favors Neither Buyers Nor Sellers
It’s a “mixed” M&A market, according to the former head of Pershing Advisor Solutions and the CEO of Echelon Partners.
RIABiz
Schwab Advisor Services chops IMPACT 2020 conference fee by about $800
With the Omaha and San Francisco -based firms merging Tuesday, TD cancels the event citing COVID and the fact that a virtual event is a poor substitute
FiComm Partners
Wealth Managers Trimmed Budgets, Their PR Firms Felt The Squeeze
The first half of the year was historic for wealth managers. The suddenness of the Covid-19 pandemic led to the fastest-ever bear market and then dominos began toppling in the industry.
Wealthmanagement.com
WM MidYear Outlook
Being Human: The Secret to Authentic Advisor Videos
RIABiz
Jason Lahita: I’m not going to enter into a client relationship if I don’t feel a connection and if there isn’t a fit,
Investment News
Schwab to set the bar high with virtual Impact conference
Originally scheduled for November in Boston, Schwab announced yesterday that the massive financial adviser conference, along with all other events scheduled for 2020, will be converted into an online format.
Wealthmanagement.com
Riskalyze Fintech Report Card: April 2020
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
RIABiz
Schwab Advisor Services takes EXPLORE, IMPACT and SOLUTIONS ‘virtual’ in face of
Set to be held in Fidelity’s Boston backyard, IMPACT 2020 will move to the ether, making it one of the industry’s premier virtual conferences in a sure sign the RIA world has dramatically changed.
Inside Information
Bob Veres E-Column: Mastering Video
There are so many horrible things about the current COVID-19 pandemic that it’s hard for us to make ourselves think about any positives. But one small silver lining in an otherwise very dark cloud is that social distancing has accelerated a trend toward videoconferencing
O’Dwyer PR
On the Move: Crosby Marketing Communications Hires Julian Hernandez
FiComm Partners, which works primarily with wealth management and financial services firms, has brought on Candice Carlton as a senior vice president, leading its newly launched advisor education offering.
WealthManagement.com
FiComm Partners Launches Advisor Education for Modern Marketing
FiComm’s Advisor Education program will consist of virtual workshops aimed at bringing better marketing, video, and podcasting to clients and prospects.
FiComm Partners Launches Video-First ‘Advisor Education’ Service Offering
LOS ANGELES and NEW YORK, April 21, 2020 /PRNewswire/ — FiComm Partners (“FiComm”), an integrated communications agency specializing in the financial services industry, today announced the launch of its Advisor Education offering to provide financial advisors…
Voices 7 ways for financial advisors to boost video engagement
Here we all are, sitting at home, trying to keep the kids out of the frame for the Skype call, just waiting to go back to business as usual. By now, most of us have realized business may never be quite the same again—and we better get used to it, fast.
RIABiz
Megan Carpenter: ‘The rules of the game have changed.’ COVID-19 crushes RIA conference schedule.
The COVID-19 pandemic is threatening to wipe out more than 100 events on the RIA calendar this year at a time when a growing number of organizations and publications have tied their revenue models to the lucrative business.
Kitces.com
Weekend Reading for Financial Planners (Apr 11-12)
This week’s edition kicks off with the news that, with the explosive popularity of the $350B Paycheck Protection Program (PPP) for small businesses over the past week…
Investment News
3 Questions: Adding video with Megan Carpenter
CEO of FiComm Partners answers, how can advisers best add video into their mix of client communications?
RIABiz
The great Mark Tibergien is set to step down from CEO of Pershing Advisor Service
Amid an avalanche of change and reshuffling of leadership, Mark Tibergien will yield the CEO spot of Pershing Advisor Services to his long-time understudy Ben Harrison.
Investment News
Building an RIA on the foundation of malpractice insurance
As niche markets for financial planning go, it’s hard to argue against medical doctors, a segment of the population known for having a lot of money and not a lot of time to manage their finances.
Investment News
Put podcasting on the to-do list for 2020
Podcasting as a marketing and messaging strategy might not be right for every financial adviser, but that doesn’t mean every adviser can’t give it a shot.
Consultants Face Business Pivots, Fee-Haggling, and Uncertainty as RIA Revenues Fall
RIAs are weary after a first quarter that included the sudden rise of a pandemic and the fastest-ever bear market. Clients and portfolios required as much attention as ever and, like many, financial advisors were acclimating to working from home, under order or as a precaution.
How financial advisor marketing can tap into transformation
Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.
Barron’s
Should Ken Fisher Resign?
Is it time to go? That question is swirling around Ken Fisher, the founder and chairman of Fisher Investments, following sexual comments he made…
UnNiched
The comunication age with Megan Carpenter
On this episode of UnNiched, we meet Megan Carpenter. As the co-founder and CEO of FiComm Partners LLC, Megan knows what it takes to build…
Investment News
Ariel Investments promotes Mellody Hobson
Chicago-based asset manager becomes a role model for leadership diversity.
Think Advisor
Tipping Point: Why Ken Fisher’s Lewd Remarks Matter
Poll data collected by Investment Advisor/ThinkAdvisor support Plonner’s conclusion. In addition, the survey results point to a strong consensus on bad behavior in the industry and how to respond to it, though there is less agreement on how widespread the problem is.
RIABiz
Ken Fisher goes back on offense by attacking ‘completely false’ media claims
Ken Fisher has taken to measuring his stature in dollars and cents, and by those accounts, he’s managed to come out ahead after his head-on collision last month with the #MeToo movement. But he’s still a long way from earning back the respect of his industry.
Investment News
Is it time for Ken Fisher to step down?
Crisis management experts say the company is still playing catch-up and bold actions are needed.
RIABiz
What Vanguard’s hire of a sizzling Wall Streeter reveals about Bill McNabb
If you’re looking for a clue as to Vanguard Group chairman and CEO Bill McNabb’s direction as he navigates the rapids of the financial services industry, then look no further than his most recent executive hire.
RIABiz
With apprehension in the air, Schwab invites its RIAs to a three-hour meeting about robo-advice
In 10 days, Schwab will present a one-hour webcast on automated investing to a far more knowledgeable — and cynical — audience: the 7,000 human RIAs who use Schwab Advisor Services as their custodian.
RIABiz
Schwab IMPACT 2020 won’t happen in Boston and will morph to an online version
Set to be held in Fidelity’s Boston backyard, IMPACT 2020 will move to the ether, making it one of the industry’s premier virtual conferences in a sure sign the RIA world has dramatically changed.