Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Debate on Fiduciary Is Over; Battle for ‘Best Interest’ Rages On
By Knut A. RostadThe debate on fiduciary duties ended with the DOL rule win. The battle continues over the meaning of fiduciary and best interest.
January 25, 2016
8 Ex-NFL Stars Worth a FortuneWhile stories of fortunes lost generate much buzz, many NFL stars walk away from the game set for life and even increase their wealth.
January 25, 2016
Managing a Client’s Emotional Response to Declining MarketsIt is up to us to help clients fully understand and stay true to the notion buy low, sell high, Mike Patton writes.
January 22, 2016
Putnam Launches Campaign to Help Advisors Educate ClientsPutnam Investments is launching an information campaign that targets advisors as they try to educate their clients on various economic and financial issues.
January 22, 2016
5 Reasons Not to Panic Over the MarketsYou can share with clients the reasons, says Daniel Kern, but you should be monitoring certain developments at home and abroad.
January 21, 2016
Clients’ Dementia Presents Ethical Challenges for AdvisorsGerontologist Sandra Timmermann explores the "thorny issues" of cognitive decline.
January 21, 2016
Tech Tools to Help You Better Know, and Serve, Your ClientsWith image recognition tech tools, some available now for free, advisors can truly know their clients far beyond the superficiality of risk questionnaires.
January 20, 2016
Robo advice that’s a ‘Snap’Millennials are the primary users of Snapchat and this has been the oft-cited group of potential investors that are the most difficult for advisors to reach.