Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
3 Reasons Why Advisors Must Address Political Anxiety With Clients
By Emily ZulzA Hartford Funds survey finds that most advisors agree client anxiety led to poor investment decisions last year.
June 21, 2017
Board to Death: Is the CFP Board’s New Fiduciary Standard Really Better Than No Standard at All?Back in 2008, the CFP Board announced that it was revising its professional standards to include a requirement that CFPs act as fiduciaries for their clients.
June 21, 2017
Industry Needs to ‘Modernize’ to Accept Smaller Investors: SchwabWealth is more than "a specific sum of money" to many Americans, and the industry needs to adapt to accept this, Schwab execs say.
June 21, 2017
Merrill Lynch Nabs Longtime Morgan Stanley Exec Carl SwansonSwanson switches wirehouses to lead platform experience at Merrill after more than 24 years with Morgan Stanley Smith Barney.
June 21, 2017
Socially Responsible Investing Starts With the Bottom LineAs mission-focused investing becomes more popular, advisors need to use a financial screen first when looking at potential investments.
June 20, 2017
Blackstone Booming Ahead in Nontraded REIT BusinessWorking with the wirehouses, rather than exiting the market like W. P. Carey, is Blackstone's approach.
June 19, 2017
Advisors’ Use of Digital Technology Needs Overhaul: Global Wealth ReportDigital initiatives have largely centered on providing customers with basic portfolio functionalities, but more is needed.
June 15, 2017
Health Care Costs to Swamp Social Security COLAs: HealthView StudyHealthView Services projects that retirees health care costs will more than double projected increase in Social Security COLAs.