Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
10 Ways to Answer 'What Do You Do?'
By Bryce SandersGet the other person interested enough to ask questions.
April 22, 2026
AI Financial Plans Can Be Polished, Personalized and Wrong, Advisors SayAdvisors are starting to see clients come to them with AI-generated plans and asking their thoughts.
April 22, 2026
7 Tactful Phrases to Get Your Point AcrossSaying the right thing can be the difference between alienating a prospect and landing a new client.
April 21, 2026
How Advisors Can Start Treating AI Like a Tool, Not a ThreatThe strongest use cases are the tasks advisors already do manually and imperfectly, under time pressure.
April 16, 2026
How Talking to Clients About Philanthropy Benefits AdvisorsThey can better meet evolving expectations, differentiate their practices and build deeper, multigenerational relationships, research finds.
April 14, 2026
Are You Ready to Live a Long Time?John Hancock is using an MIT-powered grading tool to get retirement savers thinking.
April 09, 2026
Vanguard Debuts 'Expert Insights' AI Portfolio ToolThe tool gives advisors direct access to the asset manager's portfolio analysis expertise, it says.
April 09, 2026
This AI Tool Coaches Advisors on the Human Side of AdviceFocal's agentic platform gives advisors feedback on improving empathy, listening actively and asking better questions, CEO John Connell says.