Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
XY Planning Unveils New Advisor Portal
By Jeff BermanThe group also announced a partnership with the Association of African American Financial Advisors to help attract Black financial planners.
October 08, 2020
Should Advisors Fear BofA's New Digital Planning Tool?Life Plan is a "mixed blessing" for Merrill's Thundering Herd, says executive recruiter Mark Elzweig.
October 08, 2020
Social Media Bolsters Advisors' Work During the PandemicLinkedIn remains advisors' favorite platform for business use, a Putnam survey finds.
October 07, 2020
Fidelity: People More Financially Stressed Than 6 Months Ago, Don't Expect Relief SoonDespite challenges, the study shows people are finding confidence in unexpected places.
October 07, 2020
BofA Launches Digital Financial Planning ToolThe news comes seven weeks after Charles Schwab launched its free digital financial planning tool.
September 30, 2020
Goldman: When It Comes to Finances, Women's Roars Are Reduced to WhimpersA trio of Goldman Sachs leaders discuss how women need to harness their investment power.
September 30, 2020
Average 401(k) Savings at 4 Different AgesJohn Hancock provides benchmarks for retirement savers and suggests ways they can boost their balances.
September 29, 2020
U.S. Latinos Remain Resilient in Face of PandemicA new report finds Latinos are optimistic about the future and pouring money into real estate.