Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Goldman Sachs Readies Digital Investment Offering
By Bernice NapachMarcus Invest will launch in the first quarter of 2021, after the firm wraps up its pilot program for employees.
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.
December 17, 2020
Black, Latina Women Confident About Financial GoalsJ.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
Investor Sentiment Perks Up in Fourth Quarter: Wells FargoInvestors are divided on how the Biden presidency will affect their net worth.
December 16, 2020
SEC Tables Long-Awaited Ad Rule ChangesAlso tabled were considerations to adopt amendments to Form ADV to provide more information about advisors' marketing practices.
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.