Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Retirees to Add $8 Trillion to Economy Through Charity: Report
By Danielle AndrusAdvisors who want to serve all of a clients needs, particularly in retirement, should make sure they are well-versed in philanthropic planning.
October 21, 2015
5 Reasons Most Robo-Advisors Are Not, in Fact, AdvisorsEvery advisor should read Melanie Feins report highlighting robos shortcomings, Bob Clark writes, suggesting "digital brokerage platforms" would be a better name.
October 21, 2015
Protecting the Wealthy New Kids on the BlockThe traditional hierarchy of younger people working for older people has flip-flopped, but many young entrepreneurs are not adequately protecting their present and future well-being.
October 20, 2015
Advisors, Consumers Need More Information on Long-Term Care PlanningLong-term care planning is a struggle for advisors and investors, a survey released recently by Lincoln Financial found.
October 19, 2015
Funeral Homes Leave Families in the Dark on PricesConsumer groups found a wide range of funeral prices from over $2,500 to almost $14,000 and are pushing for more price transparency.
October 19, 2015
Advisor Admits to Stealing Nearly $2M From Elderly ClientsThe former president of Coastal Investment Advisors in Delaware used the money to pay for a golf club membership and private school, the SEC says.
October 19, 2015
Top Portfolio Products: CNL and KKR Form Business Development CompanyMeanwhile, Eaton Vance's Parametric unit added factor investing strategies.
October 16, 2015
Among Affluent, Millennials Have More Assets Than Gen X: CogentA Cogent Reports webinar on Thursday provided a look at affluent investors, particularly millennials, and how they invest.