Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Dumping Difficult Clients — Gently
By Katherine VessenesHere are some techniques for parting ways with problem clients before the relationship becomes acrimonious.
July 31, 2015
1 in 10 Advisors Have Never Heard of Robos: SurveyA survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
July 30, 2015
How Investors’ Decision Making Varies With Age and WealthResearch firm Martini studied the online behavior of three segments of the affluent market.
July 30, 2015
Top 5 Fastest Growing Consumer ComplaintsThirty-seven agencies in a survey received a total of 281,639 complaints last year, including tax-related fraud.
July 30, 2015
Robo-Advisors: 3 Signs You’re at Risk; 3 Ways to RespondThe parallels between the dot-com craze and todays robo-advisors are many. We debunk claims, list which advisors are vulnerable and remind you of your advantages.
July 29, 2015
The Case for Charging Both AUM and Flat FeesRather than an either/or solution, Deborah Fox's "AUM plus fees for specific services" model provides value to clients while smoothing the advisory firm's revenue stream.
July 29, 2015
For the Wealthy, It’s Hard to Find Good HelpFamily offices are hiring household help for high-net-worth clients but should they get involved?
July 28, 2015
LPL Sees Strong Hybrid RIA Growth Amid ‘Massive Consolidation’LPL advisors can potentially save time and money using the companys new Vendor Affinity Program, the firm announced Tuesday.