Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Junxure Cloud CRM Unleashed
By Emily ZulzJunxure announced the general release of its cloud-based customer relationship management solution for financial advisors.
July 09, 2014
Biggest Retirement Income Gap Seen for Oldest Pre-RetireesIf older pre-retirees want to keep up their current standard of living, they have more work to do than younger pre-retirees do on saving.
July 09, 2014
As Population Ages, It’s Not Your Grandma’s ‘65 and Older’Census data show big changes among the 65-and-older set in Internet usage, causes of death and a rise in the older dependency ratio.
July 09, 2014
Still Trying to Understand NAPFA’s New Membership RulesI spoke to the fee-only organizations CEO, Geoffrey Brown, but I remain confused. How about you?
July 08, 2014
Fund Firms Lag in Social Security Support to AdvisorsOnly BlackRock is recognized as a Social Security resource by a majority of advisors; the Social Security Administration is the top source of information overall.
July 08, 2014
How to Succeed as an Introverted Financial PlannerExtroverts may be held up as the idealespecially in financial planning, where it's all about relationshipsbut introverts have much to offer, especially to clients.
July 08, 2014
Merrill: Using Clients’ Emotions to Build Better PortfoliosMerrill's Michael Liersch is using behavioral finance to zero in on clients unique investment personalities to reach better outcomes.
July 07, 2014
How Tim Howard stopped the world for 30 minutesThe Internet almost exploded Tweeting and posting about the USA vs. Belgium soccer game last week and spawned a few viral memes with Tim Howard.