Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
How to Protect Clients From Strippers and Cabana Boys
By John SullivanSpeaking at FPA Retreat 2013, attorneys Basel and Grace Jamra focuses on advisors' role in client pre-nups and post-nups in a divorce-happy age.
May 03, 2013
Video, Social Media Popular Educational Tools: Corporate InsightAs longer life spans and a difficult economy make financial planning that much harder, education is that much more important, according to a white paper by Corporate Insight.
May 02, 2013
LinkedIn courts advisors as social media use growsFully 63 percent of mass affluent consumers take action after using social media to learn about financial products and services, says a LinkedIn study.
May 02, 2013
LinkedIn courts advisors as social media use growsFully 63 percent of mass affluent consumers take action after using social media to learn about financial products and services, says a LinkedIn study.
May 02, 2013
LinkedIn Courts Advisors as Social Media Use GrowsLinkedIn super user Cathy Curtis of Curtis Financial Planning says she uses social media to market her personal brand.
May 02, 2013
My Conversation With Harry Markowitz: MPT and Behavioral EconomicsThe father of modern portfolio theory can still educate and surprise, as in our conversation on how MPT can, and should, work with behavioral finance.
April 30, 2013
Offshore Tax Evaders Taking Big Risk, Former IRS Attorney SaysMany taxpayers, in an effort to avoid onerous penalties and back taxes, are not joining the IRS tax amnesty programs, instead making "quiet disclosures" that could backfire, a former IRS attorney says.