Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
8 Practice Areas Where Advisors Can Save Big With Tech
By John SullivanBetween 40% and 45% of revenue goes to overheada number that isn't changing with growth, but could with some help from technology.
May 09, 2013
NASAA Joins FINRA in Fight Against Schwab Class-Action RulingState securities regulators are throwing their support behind FINRA in its battle to overturn a decision by its hearing panel that allowed Charles Schwab & Co. to block customer participation in class-action lawsuits.
May 08, 2013
Is Schwab’s Arbitration Win Really a Loss?There's much backlash in Washington over Schwab's successful rebuttal of a FINRA challenge to its expanded mandatory arbitration clause.
May 07, 2013
Futurist Lowell Catlett Closes FPA Retreat With LaughsCatlett claims the price of eating and owning a home has never been lower.
May 07, 2013
Forget Freud: Women Know What They WantAt FPA Retreat 2013, Heather Ettinger provides the facts on women, and suggests how the majority of advisors potential clients want to be treated after a divorce or death of a spouse.
May 06, 2013
TDAI’s Healy: Engage in Demographic Stereotypes at Your PerilGen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.
May 05, 2013
‘Time Saving Techniques’ That Add Value for ClientsWhat can you do to save time if you don't want to put outsourcing burdens on your clients?
May 05, 2013
Kitces and Winterberg Describe the Future of Financial PlanningAt FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near futurenow?planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.