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Robo advisors have grabbed headlines in recent years with stories about how they represent the next wave of financial advice. Just two weeks ago, for instance, the San Francisco 49ers announced a partnership with the robo advisor firm Wealthfront. But the “rise of the machines” has so far failed to translate to a sea change in consumer preferences.

According to a recent Wells Fargo/Gallup Investor and Retirement Optimism Index survey of a nationally representative sample of investors with $10,000 or more in invested assets, consumers are more than twice as likely to use a dedicated financial advisor than an online financial planning website. One in five...

How to Create a Perfect Advisor Blog Post

Originally posted by Maggie Crowley on Advisor Websites.

I have spent a good deal of time trying to convince advisors of the...

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Top 5 Search Engine Optimization Don’ts for Advisor Websites

Don’t miss this Thursday’s Genius Session: Learn how advisors are driving traffic to their website with SEO

As an advisor, you want to draw the right kind of investor to your website. Yes, it’s nice to have high web...

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Ready for Your Next Regulatory Exam? Here’s How to Survive.

Be sure to watch the webinar: How to Survive a Regulatory Exam.

Are you prepared for your next regulatory exam? If it’s been awhile since you’ve had an exam, or if you’ve never had an exam, it’s important to prepare so you...

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5 Ways to Make Your Social Media Accounts “Hacker-Proof”

Lately, I’ve come across a few articles in the news about social media identity fraud. Take for instance the story about a prominent short-seller who discovered (unbeknownst to him) that he appeared to have...

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