Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Black, Latina Women Confident About Financial Goals
By Michael S. FischerJ.P. Morgan poll finds nearly 20% of affluent Black and Latina women began investing this earlier year vs. 5% of their white counterparts.
December 16, 2020
A 4-Point Checklist for Year-End PlanningNo doubt, 2020 was an unusual year, which makes client reviews all the more important to prepare for 2021.
December 14, 2020
Two-Thirds of Americans Optimistic About Their 2021 FinancesThough many are in 'survival mode,' most Americans see better times ahead, Fidelity finds.
December 11, 2020
Self-Directed Investors OK With Decisions During Volatile 2020Digital tools and human advice are not an either/or proposition, E-Trade survey finds.
December 11, 2020
Jeffrey Levine: 5 Tax Tips for Wealthy Clients to Consider Before It's Too LateNot all the Democrats' tax plans are negative for wealthy clients, Levine says, but several available planning opportunities are likely to go away.
December 11, 2020
10 Ways People Behave Badly on LinkedInSocial media can be great for building relationships, when the users have social skills.
December 10, 2020
SEC's Custody, Ad Rule Updates Nearing the Finish LineThe custody rule is confusing, and the outmoded ad rule hampers advisors' ability to use social media.
December 09, 2020
Cost of Health Care Is Americans' Top Financial Concern: CFP BoardMore than half of Americans are stressed, millennials and Gen Z most of all.