Asset managers and other financial advisory firms are planning to aggressively increase their digital marketing next year. Yet, with unemployment at a significantly low rate of only 4.1%, many firms will face challenges in recruiting employees for executing on their new marketing goals. Read more...

Low-cost advisory services from robo-advisors and firms such as Vanguard are likely to cause financial planners, who may charge 1% of assets under management, to revamp their fee structures. That's according to Wei Ke, who is a consultant at Simon-Kucher & Partners. Read more...

As financial firms struggle to develop digital marketing programs, many face tough competition for workers.

Displaying signs welcoming individuals to routine client reviews and walking guests to their cars after meetings are just a few strategies that advisors can use to improve their services. So reports Wealth Management. Read more...