Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
100 Questions to Ask in an Estate Planning Interview
By L. Paul Hood, Jr. and Stephan R. LeimbergThe initial client interview is critical in estate planning, both to shield against malpractice concerns and to ensure a mutually beneficial relationship.
September 30, 2019
Some of the Biggest Data Risks Are Low TechIn a survey, 7 in 10 managers said they had found a confidential document left in a printer.
September 29, 2019
10 Medicare FAQs You Should KnowHow are telehealth services covered? Is care outside the U.S. excluded? Learn the answers to these and other key questions.
September 27, 2019
Americans in Need of Some Good Financial Advice: SurveyBig areas of need include retirement planning, increasing savings and reducing debt, a NAPFA survey finds.
September 27, 2019
High-Income Millennials Put Retirement Savings Ahead of Student Loans: SurveySpectrem asked millennials making at least $100,000 how they invested and saved and how they defined financial success.
September 26, 2019
What the Pure Robo-Advisors Got Wrong, and What Comes NextOne of their biggest mistakes: putting too much focus on millennials, according to a FinovateFall panel.
September 26, 2019
The Art of Attracting Other People's ClientsThese nine steps will help you build a relationship gradually without being a "home wrecker."
September 24, 2019
15 of the Best Retirement JokesThese retirement jokes don't have to be the "best" to be funny, though some may hit that mark.