Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
10 most influential advisors and investors on social media 2015
By Emily ZulzWant to build your social media presence? These advisors, from BrightScopes top 100 list, know how it's done.
March 12, 2015
FPA’s Advocacy Push: States Today, Capitol Hill TomorrowWith membership stable and retention strong, the Financial Planning Association is holding state advocacy days in runup to Congressional advocacy days.
March 12, 2015
SEC Urged to Reform 12b-1 Fees, Block Risky ETFsThe SEC "can no longer afford to relegate ... retail investor protection priorities to a back burner," the groups told the agency in a letter.
March 12, 2015
Fiduciary v. Suitability at Supreme Court, DOLObamas decision to push for a fiduciary standard for retirement advisors while the issue is before the Supreme Court gives proponents a potentially game-changing boost.
March 11, 2015
How Tax-Literate Advisors Can Attract—Outshine?—Their Clients’ CPAsSEI Advisor Network wants to empower advisors to spot problems on their 1040s that their accountants are missing.
March 11, 2015
Deconstructing One Broker’s Take on a Fiduciary StandardA broker responds to my March column for investment Advisor on the fiduciary standard and makes some good points. And some not-so-good points.
March 11, 2015
Tax Planning: How Your Clients Can Deduct Your FeesA look at how, how much and from which accounts your clients can deduct your fees, along with a warning about IRAs.
March 10, 2015
How to Handle the NIIT for Trusts and EstatesThe impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.