Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Best and Worst Individual Annuity Companies: J.D. Power, 2025
By Michael S. FischerOverall satisfaction with these firms fell this year, driven largely by new clients, new research finds.
October 28, 2025
Orion Debuts Denali AI Enterprise Intelligence PlatformReed Colley, the firm's technology head, said the offering represents the “cornerstone of Orion’s future.”
October 27, 2025
Generational Divide Is Reshaping Advice Delivery: StudyThe industry needs to enhance the digital experience to better engage next-gen investors, SIFMA and KPMG research finds.
October 23, 2025
Snappy Kraken Adds Real-Time CRM SyncingSnappy Kraken CEO Robert Sofia says advisors can now sync the marketing platform with Orion, Salesforce and others.
October 23, 2025
Who Works With Advisors? 7 New StatsFinancial professionals are the most trusted source of financial information, a new survey finds.
October 22, 2025
FINRA Suspends Ex-Fidelity Rep Over Social Media PostsKevin Jenkins ran a company that posted unapproved finance-related content, according to FINRA.
October 21, 2025
FP Alpha Launches NextGen Tax Insights ServiceCEO Andrew Altfest says the tax return analysis tool is built with "AI you can trust."
October 21, 2025
SEC Chief: Texting Crackdown Went Too FarThe agency's handling of off-channel communications was "not the way a regulator should act," Paul Atkins said.