3 Tactics for Advisors to Increase Their Social Media Reach

Could you imagine getting tens of thousands of eyeballs on your next Tweet or LinkedIn post? Charlie Bilello, founder and CEO of Compound Capital Advisors is a social media pro… his Tweet on asset class returns drew thousands of likes and hundreds of retweets in just a few hours.  You don’t need to be an … Continued

How to Discuss New IPO Stocks with Clients

Is your client excited about new IPO stocks hitting the market, but you’re unsure about adding them to their portfolio? Considering the fanfare around major IPOs, they can be hard to ignore — but it isn’t always easy to decide whether to invest in one or not. While the potential to win big on a … Continued

YCharts Enables TD Advisors to Make Smarter Investment Decisions

As the premier cloud-based investment decision making platform, YCharts offers TD Ameritrade Advisors comprehensive data with powerful tools and outstanding customer support to enable them to develop and visually communicate unique insights, make smarter investment decisions, and save significant time. After years of client conversations, product development enhancements and understanding how YCharts fits into the … Continued

The Plight of the Modern Financial Advisor: Time is Not on Their Side

Financial advisors come in all shapes and sizes, but all have one unifying trait — their time is limited. Most advisors wear many hats — sales, support, research, IT, compliance, HR, planning — the list goes on. I hear the phrase “I’m just so busy” at least three times a day when I’m talking to … Continued