Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Why Clients May Not Trust You and Your Financial Plan
By Mike PattonYour client or prospect's past experiences with a financial planner, and what they hear and read about planning, may cause them to be skeptical.
April 10, 2014
Which social media platforms are right for you?Here are the advantages and disadvantages of the four most popular platforms.
April 10, 2014
Which social media platforms are right for you?Here are the advantages and disadvantages of the four most popular platforms.
April 10, 2014
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2014Overall satisfaction rose, but the four wirehouses rank below the industry average.
April 09, 2014
Gen Y Looking for Financial Independence, Not Traditional RetirementAffluent Gen Y investors are eschewing defined contribution plans in favor of online brokerages, according to a survey by Hearts & Wallets.
April 09, 2014
Flat Fees or a Fee on AUM, Part III: Revenge of the AssetsThere are at least three unintended consequences of charging flat fees that advisors don't have with the fees-for-managing-AUM model.
April 08, 2014
Did March Mark a Tipping Point in Fiduciary Rulemaking?The DOL displayed renewed energy on its fiduciary rulemaking, while the SEC signaled caution on its fiduciary standard, which may well be a good thing.
April 07, 2014
Investor Education Is ‘Futile,’ ‘Totally Discredited’: DalbarDalbar's 20th annual behavior study finds, yet again, that the average mutual fund investor underperforms. The firm offers four things advisors can do to help.