Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Younger Prospects Don't Need Referrals to Pick an Advisor: Survey
By Michael S. FischerToday's retirees are the last generation of investors who consider referrals necessary when selecting an advisor, Ficomm found.
July 03, 2024
When Clients Consider You 'One of the Family'As anyone with a family knows, there are pros and cons to such close relationships.
July 01, 2024
More Secure 2.0 Act Provisions Are ComingSome incoming changes are likely to help clients more easily make the transition from work to retirement.
June 27, 2024
Signature Wealth CEO Embraces 'Opposite' of AI: Concierge ServiceIt's "a little counter-culture to the idea that everyone wants to be efficient and automated," Chip Munn says.
June 26, 2024
Morgan Stanley Wealth Rolls Out AI Note-Taking ToolThe offering acts as a summarizer and communication composer of client meetings, according to the firm.
June 24, 2024
Troublemakers, Be Warned: AI Is WatchingSmarsh CEO Kim Crawford Goodman tells ThinkAdvisor how new tools can help firms spot bad actors.
June 24, 2024
Eye-Watering Texting Fines Need Transparency: SEC RoundupThe American Securities Association's CEO talks about why the group is suing the SEC.
June 21, 2024
7 Things Advisors Need to Know About DivorceDivorce may be emotionally painful, but some of the financial suffering can be mitigated, experts say.