Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Robert Sofia: What AI Can and Can't Do for Advisor Marketing
By Jane Wollman Rusoff"To say that AI is the answer to marketing is like saying the keyboard is the answer to writing," the Snappy Kraken CEO says.
May 15, 2026
Kitces: How AI Could Worsen the Advisor ShortageThe technology, the planner suggests, could lead firms to gut entry-level roles, creating experience gaps.
May 08, 2026
ThinkAdvisor 2026 Luminaries Awards FAQDo you have questions about how to submit nominations this year? We've got answers for you!
May 08, 2026
8 Phrases That Can Win Over Hesitant ProspectsSometimes the right words can help them view the situation differently.
May 06, 2026
Advisors Favor Expertise Over Ads in Weighing Asset Managers: StudyNearly half of advisors call expert commentary effective in shaping their opinions, Fuse Research Network finds.
May 06, 2026
What 4 Pre-Retirees Really Want From AdvisorsAttendees at the American College Horizons conference heard straight talk from a panel of clients.
May 05, 2026
Employees Use Digital Tools More Often but Still Prefer Human AdviceWorkers value tailored guidance that aligns with their personal goals, reassures them and builds their confidence, UBS reports.
May 04, 2026
Average Yearly Financial Planning Fee Surges 52% in 3 YearsFlat fees have risen by 15% since 2023, Envestnet reports, while subscription fees have reached $595 per month.