Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
12 Most Expensive U.S. Cities for Luxury Real Estate
By Michael S. FischerCities are ranked by the highest threshold needed for homes to be considered "luxury property," which also is the entry point for buyers.
December 23, 2020
Some Clients Are Likely to LeaveNew analytical tools may help you predict which ones.
December 22, 2020
How Relief Package Impacts College Aid, Loan PaymentsAmong the many changes, it extends tax-free student loan payments by employers to employees and simplifies the FAFSA form.
December 22, 2020
Goldman Sachs Readies Digital Investment OfferingMarcus Invest will launch in the first quarter of 2021, after the firm wraps up its pilot program for employees.
December 21, 2020
What Will Advisors Give Clients This Holiday Season?Most financial advisors follow regulatory guidelines on gifts, a SmartAsset survey finds.
December 21, 2020
How COVID-19 Is Hurting Workers' Retirement ProspectsDue to the pandemic, 33% of workers have taken a loan and/or withdrawal from qualified retirement accounts, or plan to do so, a new poll finds.
December 21, 2020
LPL's Retention Deals for Waddell & Reed Reps 'More Than Generous': RecruiterPackages of 30 to 50% of prior year's fees and commissions are likely to entice many advisors to remain with LPL Financial.
December 18, 2020
Older Workers Who Scale Back Still Reap Big Retirement Benefits: StudyThe Center for Retirement Research found some good news for older workers in "nontraditional" jobs.