Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
For Self-Employed Workers, Retirement Is Flexible
By Danielle AndrusSelf-employed Americans value flexibility in their work and are looking for that same quality in their retirement, according to a study.
February 24, 2017
Merrill Trims Fees for Some Clients With Less Than $1MThe cuts could bring charges down to roughly 2.2% of assets, saving clients some $5,000 a year.
February 24, 2017
The evolution of social media in financial services [infographic]Financial professionals find social media helps them to market themselves, research prospects and build relationships.
February 24, 2017
The evolution of social media in financial services [infographic]Financial professionals find social media helps them to market themselves, research prospects and build relationships.
February 23, 2017
Clara Shih: How to ‘Work Smarter’ on Social MediaYou cant just post and post on social media, Clara Shih says; going a little deeper can help ensure that robo-advisors dont take over.
February 22, 2017
Dalbar: Active or Passive Funds? 12 Factors to Consider (Beyond Fees)Dalbar crunches the numbers and weighs pros and cons of the fund types over time, and the results should surprise advisors and their clients.
February 22, 2017
BD Must Repay Tribe $3.4M, Pay $750K FINRA FineAn advisor that sold $190 million in nontraded REITs and BDCs has yet to resolve charges with the regulator.
February 22, 2017
What Investment Fraud Victims Have in CommonThe current economic environment is ideal for swindlers to practice their craft, AARP says.