Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
The Wisdom of Doing Nothing: 4 Scenarios for Advisors to Consider
By Angie HerbersWe like to think the job of an advisor-owner is to take action, but here are four times when the right action is doing nothing.
September 20, 2013
How to Lose Clients and Alienate People on Social MediaAn online connection is not a relationship. In fact, advisors who use social media indiscriminately may alienate clients, a report from The American College warns.
September 19, 2013
Women’s Investment Confidence Lags Their Increasing AffluenceForty-one percent of affluent women in a Wells Fargo survey said they were "not at all" confident in their investing ability.
September 19, 2013
Firm Valuation: There’s a Web App for ThatCoreValue founder and CEO Chuck Richards says many advisors struggle when trying to do a quick and painless valuation.
September 18, 2013
4 Financial Planning Profiles That Determine Consumers’ Future SuccessIn something of a surprise, new research by the CFP Board and the Consumer Federation of America says about nine in 10 households are engaged in financial planning.
September 18, 2013
Giachetti to Junxure Users: Show, Don’t Tell, SEC Examiners You’re CompliantThe SEC is asking smart questions in exams, the securities lawyer warns, with major changes even since 2011. His advice on how to stay compliant.
September 17, 2013
Reformed Broker on New Ritholtz Firm: Our Blogging Is ResearchTwo of the most hypercaffeinated financial commentators plan to keep on blogging even as they staff up with CFPs for more intimate client involvement.
September 16, 2013
You Can Live Abroad, but You Can’t Shake U.S. TaxesIf youve got clients who are U.S. citizens but are living outside the country, theyre still liable for income, gift and estate taxes.