As financial advisers make their way back to work in the New Year, and a new decade, one resolution many may have is to improve marketing efforts to jumpstart growth.
Digital marketing is still the name of the game, but simply having a website and social media accounts just won’t cut it in 2020
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"For a conference billing itself as the future and inclusive to all, this was the opposite and seemed tone-deaf,' says one person who attended the concert.
The rule allowing such inspections is due to expire at the end of this year, but Finra has asked to delay the expiration until June 30.
Its plan, which will be rolled out in 2024, is the seventh state auto-IRA to partner with the digital record keeper.
In its second year, the beachside conference attracted almost 3,000 attendees, nearly double last year’s attendance.
The executives, all of whom are joining from other firms, will complement TIAA's current staff 'to help clients prepare for retirement and reach their financial goals,' an executive says.
