Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
African-Americans Say They're Savers, Not Investors
By Michael S. FischerNew research by Prudential showed that African-Americans were financially confident overall but faced some gaps in retirement planning.
August 04, 2015
9 Best States for Retirement Security: NIRSStates were scored based on retirement savings, costs for retirees and labor market conditions for older workers.
August 04, 2015
5 ways wealthy investors use social mediaDo ultra-high net worth clients care whether their advisor has a social media presence? A new study from Spectrem Group investigates.
August 04, 2015
5 ways wealthy investors use social mediaDo ultra-high net worth clients care whether their advisor has a social media presence? A new study from Spectrem Group investigates.
August 04, 2015
Time for Wall Street to Show Investors Their Trust MattersNext weeks DOL hearings will provide firms with the public forum to demonstrate their support for a workable best interest standard.
August 03, 2015
Fiduciary Best Practices, Part Deux: Bigger, Better, Maybe More Client-CenteredRecent activities in Congress and at the SEC to curtail a fiduciary standard for brokers indicate, at least to this writer, that any meaningful advances in investor protections will be driven by independent fiduciary advisors.
August 03, 2015
The End of the 401(k)?"Let's declare 2015 the year we officially recognize 401(k) plans as a failed experiment in retirement planning," Simply Money CEO Bachrach writes.
August 03, 2015
Funding a Cure for Childhood DiseasesIn June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.