Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Why We Fear the IRS
By Megan McArdleThe IRS is incredibly powerful, and the tax code is incredibly opaque.
March 03, 2016
Dispelling the Financial Psychobabble Women Tell ThemselvesPsychotherapist Ginger Dean uses her blog Girls Just Wanna Have Funds to help women understand the importance of financial independence and proper financial planning.
March 02, 2016
Retirement Income 25% Lower for Women: NIRSWomen past traditional retirement age have about 25% lower incomes than men of the same age, according to the National Institute for Retirement Security.
March 02, 2016
Time to start marketing like it's 2016Top financial professionals are beginning to realize the power and the impact social media can have on their professional brand.
March 02, 2016
House Bill to Weaken SEC Enforcement Moves AheadBill would let accused parties opt out of SEC proceedings, leaving the regulator to re-file in court or drop charges, Americans for Financial Reform says.
March 02, 2016
Speaker Ryan Continues to Assail DOL Fiduciary RuleThe congressman's tongue-in-cheek "fi-du-ci-a-ry" definition claims rule would "hurt millions of hardworking Americans," while a report claims it would cost the middle class $80 billion.
March 02, 2016
If Broker Arbitration Is Good for Investors, Why Is It Mandatory?FINRA and its member broker-dealers inherently have a massive PR problemone that isnt going to go away with some lipstick and a bit of makeup.
March 01, 2016
Bill Good: The Science of Client RetentionThere are certain time periods in the client relationship when clients are more likely to switch advisors, research shows.