Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Same-Sex Marriages Now Recognized for Federal Tax Purposes
By Michael S. FischerThe IRS ruling applies regardless of whether a couple lives in a jurisdiction that recognizes same-sex marriage or in one that does not.
September 03, 2013
In a Watershed Year for Fiduciary Standard, Reviewing the ArgumentsAt the start of Fiduciary September, a reminder on whats at stake for advisors and investors. Is it time for a feistier fiduciary standard?
September 03, 2013
How Morgan Stanley Advisor Used LinkedIn to Land a $70M AccountMorgan Stanley advisor Mitchell Rock talks about how he uses LinkedIn to land clients.
September 02, 2013
9 more astonishing social media statisticsHere are some revealing new social media statistics.
August 30, 2013
Clients’ Kids Off to College? 5 New Risks, 6 Solutions for ParentsA child away at college raises new and heightened possibilities for lawsuits that could come back to your clients the parents doorstep.
August 30, 2013
3 Steps to Reaching Prospects OnlineWhether youre tweeting, blogging or participating in LinkedIn discussions, developing a reputation for imparting value is crucial in a crowded Twittersphere.
August 30, 2013
To Justify the Value of Financial Planning to Clients, Consider SaliencyIf you want to be more valued (and compensated) for the financial planning work you perform on clients' behalf, including the 'shadow work,' you'd best understand how saliency works.
August 29, 2013
How to Handle Clients Who Love Benchmarks Too MuchIt depends on whether they're investors or speculators, CMG Capital founder Steve Blumenthal says.