Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Cetera Rolls Out Marketing Platform, Leaves Schorsch Drama in Dust
By Janet LevauxCEO Larry Roth says the network of broker-dealers is focused on building advisor results.
February 02, 2015
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—SlideshowThe repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that dont recognize same-sex marriageof which there are still 15they may still require the kind of complex financial planning they required before the...
February 02, 2015
A Tad Less TraditionalThe credentials following Joshua Hatfield Charles name (CFP, ChFC, CLU, ADPA, CEP, CLTC) include the acronym for Accredited Domestic Partnership Advisor, testifying to the Rockville, Maryland, planner's focus on serving the lesbian, gay, bisexual and transgendered community.
February 02, 2015
Global Clients Need Global AdvisorsTaxes, culture, time zonesadvising a client a continent away, whether theyre there permanently or temporarily, is challenging.
February 02, 2015
Earning Credentials in LGBT PlanningWhat holds back same-sex couples with good incomes from working with financial planners?
February 02, 2015
What Does It Mean to Be an American?Ike (pronounced Eekay) Uzondu, the protagonist of novelist Okey Ndibe's 2014 book Foreign Gods, Inc., wants desperately to be American.
February 02, 2015
Boomer Demand for Annuities to Stay High Despite Low RatesBoomers are good for annuities.
February 02, 2015
Restoring Trust, One Client at a TimeWhat a person finds humorous can be quite revealing.