Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
CFP Board’s Fiduciary Standard Provides ‘More Freedom’ Than DOL’s
By Emily ZulzRay Ferrara of the CFP Board answered planners' questions about how the proposed changes to the standards for CFPs compare to Labor's fiduciary rule.
July 23, 2017
Wells Fargo Data Release Said to Lead to Regulatory FocusRegulators are said to have started asking questions about the breach after the data was mistakenly provided to an attorney.
July 21, 2017
Morningstar, MMI Launch Sustainable Investing InitiativeThe program is focused on educating financial advisors about ESG investments because an increasing number of clients are demanding them.
July 21, 2017
Experts Disagree on Role for Regulators in CryptocurrencyICOs are an increasingly popular way to fund cryptocurrency projects, but they're raising concerns among everyone from technologists to lawyers in addressing regulations.
July 21, 2017
New White House Comm Chief Scaramucci Supports Trump's TweetsHell use social media ... it's very important for him to express his identity, said Scaramucci.
July 21, 2017
For Wealthy Pre-Retirees, What Beats Financial Security?Affluent retirees shun traditional asset allocation guidance to reduce equities with age.
July 21, 2017
Top-Rated 529 College Savings Plans: Savingforcollege.comThere are 17 plans with top rankings based on their flexibility, costs, investment performance and more.
July 21, 2017
Spicer Quits After Trump Names Scaramucci as Communications DirectorScaramucci was a campaign fundraiser for Trump and regular adviser during the presidential transition.