Deepak Patel, founder and CEO, Fintello, joined Shannon Rosic to explore what challenges advisors are finding in adopting advertising tactics to digital marketing strategies. It details how Fintello can help them find the potential of social media marketing, providing step-by-step instructions for using technology to empower advisors. Source link

Cetera Financial Group has hired Scott Baker, former president and chairman of the board for Fidelity Personal Trust Company, as head of corporate strategy. Baker replaces George Karris, who is retiring, according to a company spokesman. Most recently, Baker was responsible for all aspects of Fidelity's bank regulated business unit. Prior to that, he held…

Nicholas Palahnuk, founder and CEO of PhilanthPro, discusses three areas PhilanthPro Solutions can help advisors begin to meaningfully engage with their clients around charitable giving and wealth impact, including: philanthropic financial planning, planning and real-time grant strategy and organization. and management tools for when you're working with charities. Plus, why philanthropy as a financial planning…

Erkko Etula of Brooklyn Investments explains how advisors can serve clients with customized portfolios that are tax and cost efficient. Source link

(Bloomberg) — In the corridors and wooden huts dotted around the SuperReturn international conference in Berlin, traders are meeting to create a new business. They're also trying to answer a question they're hearing a lot these days: Are the boom times over for the $1.7 trillion private loan market? A year since the President of…

(Bloomberg) — After a fresh flood of inflows, actively managed exchange-traded funds look poised for a record $260 billion this year as investors move beyond traditional benchmarks to use alternative strategies, from selling of options to free trades. Portfolio managers have poured money into the active sector for 50 straight months after a $22 billion…

On the heels of one the difficult month of April, the FTSE Nareit All Equity REITs Index rebounded in May with total returns of up to 5.29%. Year-to-date, total returns for the index stood at -4.31% at the end of May, down from -9.11% at the end of April. Results followed REIT' first quarter earnings…

It's something no counselor wants to hear: You're vulnerable. Whether you're a star performer with direct access to the top or someone running a comfortable living practice, the reality is if you're an employee of a firm, you're subject to a higher level of risk and compliance scrutiny than ever before. Of course, you might…

Prometheum, which provides the infrastructure for trading, clearing, settlement and custody of digital asset securities, plans to make a bigger push into the wealth management space and recently hired Marc Nicholsa former director of product at Arbor Digital, to help with this effort. Nichols, a frequent speaker on digital assets and blockchain, last month left…

Open, honest, and candid discussion about the DOL's fiduciary rule, Merrill's data breach, in-plan annuities, and more. Source link