A highlight of the Marketing Wealth Management summit in Toronto last week was seeing Tony Gurnsey, Wilmington Trust’s chief client advocate, discuss the evolution of the industry. He compared the dynamic between the financial advisor and the wealth management firm to the relationship between a jockey and horse. Twenty-five years ago, he says, clients were [...]

Contrasting “Wall Street” with “Main Street” is such a popular rhetorical trick it lapses into cliché, and I try to avoid it. These days, however, I can’t. You see, I LIVE on Wall Street. I see the sun rise and set from my apartment window with a view of the roofline of the historic Federal [...]

It’s been a year and a half since the Financial Industry Regulatory Authority published Regulatory Notice 10-06 providing guidance on blogs and social networking web sites for financial advisors. Those guidelines prompted more questions than it answered, and the financial services industry remained befuddled over how to incorporate social media strategies into their communications and [...]

HNW’s Kevin Darlington, SVP of Product Marketing and all-around social media guru (it’s true! follow him at @kevdarl1, and @AdvisorUpside) has written a nice article just published by Financial Advisor Magazine. The topic:  What advisors should really fear about social media. The answer may surprise you. Check it out and let us know what you [...]