Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Citi CFO, One of Few Black Financial Execs, Weighs In on Floyd's Death
By By Jennifer Surane, Sridhar Natarajan, and Sonali BasakMark Mason, like others in the financial services industry, debated before speaking up.
June 02, 2020
How to Handle Clients Who Lose Jobs in the PandemicEdward Jones' Tammy McKennon explains how she helped a pre-retiree make a tough financial choice due to COVID-19.
June 01, 2020
Oppenheimer Buys Muni Shop in CaliforniaThe deal should bring Oppenheimer's 1,030 financial advisors and their clients greater access to municipal bonds in the Golden State.
May 29, 2020
Finke, Blanchett on 4% Rule: Retirement Success Is Flexibility, Not FixationRelying on a fixed withdrawal percentage is unrealistic, Michael Finke says in a ThinkAdvisor webinar.
May 28, 2020
PPP Loans Could Haunt AdvisorsTwo executives said that, while they themselves wouldn't judge, taking a PPP loan could complicate future M&A deals.
May 27, 2020
Hearsay Examines What Works on Social Media for Financial ProsLifestyle content is particularly popular, the firm's research found.
May 27, 2020
Is the PPP Just a Loan?SEC guidance on disclosure of these loans to clients turns on materiality, that is, if it affects them.
May 27, 2020
Tibergien's Departing Advice for Advisors in a PandemicAs he turns a page on his career, the industry veteran offers advisors further wisdom on business success and serving clients.