Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Advising Clients on Social Security: Talking Points, Part 4
By Marc KinerIn this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
March 23, 2017
March Madness: How to Move Your Value Prop to a Higher BracketYour real competition isnt the market, its other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
March 22, 2017
Advising Clients on Social Security: Talking Points, Part 3This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the Three-Legged Stool.
March 22, 2017
SEC Shortens Trade Settlement Cycle to 2 Days From 3The T+2 rule is designed to enhance efficiency and reduce risk, the SEC says.
March 22, 2017
Two in Five Americans Say They’ll Need $1M to RetireA new survey finds our expectations at odds with the financial reality of todays retirees.
March 22, 2017
Trump Education Department Now Allows Big Collection Fees on Defaulted College LoansThe new guidance affects loans from lending institutions made before the feds took over the student loan program in July 2010.
March 21, 2017
How to Resist Market Timing (Even When You’re Scared)Behavioral finance professor Terrance Odean tells ThinkAdvisor how investors can shield themselves from panic selling and how to help clients with cognitive decline.
March 20, 2017
Female Advisors More Likely to Be Fired for Misconduct Than Male Advisors: NBER StudyStudy found the financial industry is willing to give male advisors a second chance, while female advisors are likely to be cast from the industry.