Industry News

Find new clients online

Any doubts about the power of Internet marketing have been eliminated with the popular uprisings in the Middle East and North Africa — dubbed the social media revolution due to its role in organizing the protests. However, before financial advisors leap into social media marketing campaigns, it is important to start with the basics. As […]

By Brian O’Hara |August 2, 2011

6 min read

How to win wealthy clients

Advisors in the proprietary and HNW segments often tell us they need more than just the research and marketing support their in-house analysts provide. They’re looking for approaches that will give them a leg up.

August 2, 2011

5 min read

Stick to gold and equities, avoid bonds

While there’s always a chance of catastrophe, the odds of an all-out financial Apocalypse are pretty long, according to Jurrien Timmer, director of global macro research and portfolio co-manager of the Fidelity Tactical Strategies Fund. In a recent webcast, he explained why he’s overweight equities and precious metals at the expense of investment grade bonds. […]

By Dean DiSpalatro |August 2, 2011

4 min read

Don’t be suckered by cash flow statements

It’s a question we get a lot from advisors: Can you trust the cash flow statement? The answer is no. The question usually arises after a discussion of how untrustworthy the income statement and balance sheet are. What follows is an even longer discussion about how untrustworthy the cash flow statement is.

August 1, 2011

6 min read