Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
7 efficiency hacks for agents
By Victor GaxiolaIntegrate these hacks into your daily routine to save time and redirect your efforts to building your book of business.
October 17, 2016
Divorce Is Destroying RetirementEven as divorce rates for younger Americans have fallen, failed marriages among people over 50 doubled from 1990 to 2010.
October 15, 2016
Your AUM increase using social media: a cool $8 million-plusMore than half of advisors (56 percent) say that social media has helped them gain new clients a great deal compared to traditional prospecting methods.
October 14, 2016
New Messaging App May Help Hook Millennial ClientsA new app could have implications for advisors client communication strategies, particularly their millennial clients.
October 14, 2016
Sen. Warren Urges Obama to Fire SEC Chief Mary Jo WhiteWarren says White is not addressing pressing matters of compelling interest to investors and the public.
October 14, 2016
Economic Anxiety Peaks as Election ApproachesAmericans economic anxiety had increased over the past six months, and was up significantly from a year ago, according to a poll.
October 13, 2016
Advisors Getting More Clients Via Social Media: Putnam InvestmentsOver the past three years, the percentage of financial advisors reporting success in gaining clients via social media rose from 49% to 80%.
October 13, 2016
Coordinate Retirement Withdrawal Strategies to Generate Most IncomeAdvisors can raise the bar on Social Security advice by coordinating clients account withdrawals and claiming strategies.