Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
25 Best US Cities for Retirement: 2017
By Ginger Szala, Ronald PechtimaldjianOut of the 150 most populous cities, these 25 got (mostly) high marks from WalletHub in four categories.
August 15, 2017
Brokerage ‘Kickbacks’ From Exchanges Draw ScrutinyWilliam Galvin of Massachusetts has written to Fidelity, Schwab, Morgan Stanley and others asking how they route orders to exchanges.
August 14, 2017
Fewer Millennials Thinking About Finances: Navy Federal Credit UnionThe credit union surveyed military and civilian millennials and found both groups may be less financially sound than they think.
August 11, 2017
Will the Solar Eclipse Darken Financial Markets, Too?Research shows daylight saving time can impact the markets, but the potential impact of an eclipse is less clear.
August 11, 2017
Ex-Con, Buddies Duped Investors in $15M Oil Drilling Scheme, SEC SaysThe phony oil drilling investment scheme promised returns as high as 55%.
August 11, 2017
What to Do When Clients Lie"Working With Difficult People" author Raphael Lapin talks to ThinkAdvisor about how advisors can handle dishonesty from clients, co-workers and bosses.
August 10, 2017
Enhancing Your Business with SRI and TechnologyAdvisors are facing two industry revolutions: First, clients have embraced technology faster than the financial services industry can keep pace with it.
August 10, 2017
Ric Edelman: Advisors’ Biggest Tech Threat Isn’t RobosThe technology with the most radical impact on advisors businesses is something they may know little or nothing about, Ric Edelman tells ThinkAdvisor.