Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Bank Customer Satisfaction Returns to Prerecession Levels
By Michael S. FischerCustomers are happier with their banks despite higher fees, the American Customer Satisfaction Index says. Satisfaction with health insurers rose, too.
December 06, 2013
Bogle Hailed as Warrior for the Common InvestorMichael Zeuner and Jim Patrick of Institute for the Fiduciary Standard remain optimistic, tying John Bogle's "investor first" approach to the fiduciary standard.
December 04, 2013
You Can Leave Your Hat(s) On: Two Fiduciary Standards?Creating two fiduciary standards would do nothing to reduce the current state of investor confusion; the real losers would be retail investors.
December 03, 2013
Ken Fisher’s Backhanded Call to ArmsKen Fisher's provocative statements about RIAs' demise in 10 years should be a wake-up call to all RIAs to make their voices heard in Washington.
December 01, 2013
Top 10 Most Ridiculous Luxury Items: 2013With money to burn, how much would you pay for a yacht, an iPhone or even a hamburger?
November 27, 2013
4 steps to business success on TwitterThese steps can help you supercharge your business strategy on the increasingly popular social network.