Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Trump Signs Elder Fraud Bill Into Law
By Melanie WaddellThe new law cracks down on telemarketing and email fraud and boosts penalties for health care fraud.
October 17, 2017
DeVos Sued Over Plans to End Protections for Student BorrowersA coalition of states is suing Education Secretary Betsy DeVos for her plans to end rules that protect student loan borrowers.
October 17, 2017
The Ear of the Beholder: Words Clients Hate, Words Clients LikeA Chubb research project found that its not what you say to prospects that matters; its what they hear.
October 17, 2017
Complaints by Student Loan Borrowers Yield Millions in Relief: CFPBThe CFPB's annual report extols the benefits of consumer complaints, which ultimately affect policy.
October 16, 2017
New HUD Reverse Mortgage Rules Change the Game for BorrowersHUD recently implemented new rules that may make a reverse mortgage line of credit substantially less attractive to many seniors.
October 16, 2017
Move Over, Vanguard: State Street Slashes ETF Fees to Industry LowsIt is also launching SPDR Portfolios ETFs, a suite of 15 low-cost funds that will be available on TD Ameritrade's newly expanded ETF Market Center.
October 13, 2017
Why Mutual Funds Are the Most Popular Investment for US Households: ICIThe mutual fund industry trade group reports that almost half of all U.S. households own mutual funds.
October 12, 2017
Oranj Launches Free Wealth Management Software Product for AdvisorsThe MAX offering includes model portfolios and funds from BlackRock, Direxion, Morningstar, ETF Securities and Frost Investment Advisors.