Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
FINRA Launches Helpline for Seniors
By Melanie Waddell"Older investors are only a phone call away from getting help with questions or concerns they may have regarding their investments," says FINRA's Axelrod.
April 17, 2015
Investors Say They Need 9.7% Returns to Meet GoalsInvestors have gotten used to stellar returns, and many are not prepared for another market slump, Natixis says.
April 17, 2015
Hearsay Social’s New Curated Content Tool Moves Beyond FinanceThe tool lets advisors access preapproved content on everything from lifestyle news to sports in order to help build a brand that reflects their personality.
April 16, 2015
3 Things Top-Performing RIA Firms Do: FidelityA Fidelity study finds three marketing-related factors that top-performing RIA firms have in common.
April 16, 2015
Clients in ‘Terror’ Over Health Care as Advisors Go AWOLClients "terror" is advisors error in retirement health care, according to HealthView Services, whose white paper goes through planning steps it says most advisors neglect.
April 16, 2015
Institutional Investors Get SocialNearly half of institutional investors have taken action based on information from social media, a Greenwich Associates study found.
April 15, 2015
Half of Retirees Wish They Had Quit EarlierIf they could have retired with the same amount of money, retirees wish they had stopped working four years earlier, an NY Life survey found.
April 14, 2015
Army Vet Posed as Broker to Bilk Soldiers, SEC SaysLeroy Brown Jr., an Army veteran, is accused of luring service members and other investors with false guarantees to double or triple their money.