Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
New App Helps Millennials Create Wills, Trusts
By Danielle AndrusLegal documents can be created quickly with no cost to app users.
July 18, 2017
How American Families Pay for College: 2017Sallie Maes 10th survey of parents and children shows that parents are saving less and students are borrowing more.
July 18, 2017
Money Trumps Love as Millennials’ Biggest Worry: BMO SurveyMillennials lack of financial literacy is a major impediment to meeting financial goals, BMO reports.
July 17, 2017
Middle-Income Americans Desperately Need Financial Advice: Financial FinesseCynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
July 17, 2017
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio ProductsAlso, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.
July 17, 2017
Bond ETFs Are Hotter Than They’ve Ever BeenInflows are rising along with the proliferation of new fixed income ETFs, including smart beta funds.
July 14, 2017
How RIAs Are Growing Assets as More Clients Withdraw ThemJon Beatty of Schwab Advisor Services tells ThinkAdvisor what sets the fastest growing firms apart.
July 13, 2017
4 Ways to Keep More ClientsThe battle for client retention is won, or lost, within the first two years of bringing them on.