Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Cetera Says It, Too, Will Keep Commissions in Retirement Accounts
By Janet LevauxCetera Financial makes the announcement as it rolls out new technology related to the DOL fiduciary rule.
October 28, 2016
FINRA Sweeps Broker-Dealers’ Cross-Selling PracticesFINRA focused on nature, scope of BDs cross-selling activities and whether they are adequately supervised.
October 26, 2016
College Gets More Expensive, AgainTuition and fees at private and public schools alike keep rising faster than inflation.
October 25, 2016
Social selling isn’t a 24/7 jobIf we are always looking at a screen, we are undermining our most effective sales technique: personal connections and relationships that drive sales.
October 24, 2016
What Does Divorce Really Cost?Conducted by volunteers, Second Saturday workshops address the legal, emotional and financial issues of divorce.
October 24, 2016
Why a Fiduciary Duty MattersDoes a fiduciary duty really make a difference in the quality of the advice that retail investors get?
October 24, 2016
Wells Fargo Starts Nationwide TV Commercials Addressing ScandalThe bank, fined $185 million for opening millions of unauthorized accounts, hopes the ad campaign will help it retain clients.
October 24, 2016
To Attract Students, Colleges Offering Loan Debt InsuranceA student loan debt insurance program may help advisors and their clients with college-age kids narrow down their list of ideal schools.