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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...

The Case for Creating Your Website on an Open Source Platform

By Diana Merkel, Owner, Pinkshag Design

During the development phase of your web site, the final web design is completed and built out to work in multiple browsers and a variety of devices. It is more important than...

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eMarketing for Financial Advisors: 10 Ways to Boost Open & Click Rates

Originally posted by Financial Social Media.

By Amy McIlwain.

Many financial advisors are interested in how they can use email marketing to increase leads and grow their business. Although email...

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The 3 Google Analytics Metrics You Should be Measuring

Google Analytics is a fantastic free tool you can use to better understand your website and be more effective in your online marketing efforts. If your website strategy consists of “set it and forget it,” you are missing out on...

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The Importance of Good Website Structure

By Diana Merkel, Owner, Pinkshag Design

The difference between a website that is frustrating to visitors, and one that keeps visitors coming back for more often boils down to site navigation. The appeal of a well-...

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