Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
CFP Board: Let CFPs Vote on the Future of Financial Planning’s Character
By Knut A. RostadThe CFP Board should affirm the fiduciary duty's importance to CFPs and welcome a referendum of its designees to determine its way forward.
November 04, 2012
‘Demand for Financial Security Is Colorblind’: FPA Leaders Meeting"America is moving from 'e pluribus unum' to an authentically hybrid nation," a multicultural marketing expert said.
November 02, 2012
Advice Industry Helps With Sandy ReliefFinancial service companies and related organizations are stepping up with pro-bono efforts and charitable initiatives in the wake of Tropical Storm Sandy.
November 02, 2012
PIMCO’s El-Erian: 2 Things Government Must Do to Get Economy MovingPIMCOs CEO reacted to Fridays jobs report, noting that a disparity exists between households and the business sector.
November 02, 2012
Ahead of Election, U.S. Added 171,000 Jobs in OctoberJust four days before the presidential election, the BLS October jobs report showed unemployment notched up to 7.9% as employers added 171,000 jobs.
November 02, 2012
NY, NJ and Conn.: No Hurricane Deductibles After SandyNew York, New Jersey and Connecticut officials say Sandy was a post-tropical cyclone at the time of landfall, and therefore insurers will not be permitted to apply hurricane deductibles.
November 01, 2012
Advisors Agree Health Care Planning Important to Client RetentionFailing to discuss how their clients will pay for their health care costs could cost advisors their clients, a Nationwide Financial survey found.
November 01, 2012
Moody's Says Sandy Likely to Drive Further Rate IncreasesMoodys reports that one positive result of Hurricane Sandy for insurance companies is that the event will likely help support price increases going into 2013.