Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Legendary Bear Shilling Full of ‘Bull’—on Investment Advisors
By John SullivanIn a pleasant surprise, Shilling, known best for his bearish take on markets and economies, has a few sectors he actually likesincluding the investment advice and financial planning sector.
October 19, 2012
13 Vital Steps to Insure HNW Clients’ Retirement WealthAre your wealthy clients leaving personal insurance policies largely untouched for years on end? They could face lifestyle-changing losses and unnecessarily high annual expenses, according to ACE Private Risk Services.
October 18, 2012
Best and Worst 529 College Plans for 2012: MorningstarWhats striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008and seven of the 27 medalists are advisor-sold.
October 18, 2012
Big Bird and binders: Election memes explainedIf you've been on Facebook recently, you've heard the term "binders" bandied about. A lot.
October 17, 2012
The secret to mobile branding: Make it funBranded characters like the Aflac duck and the Geico gecko helped the insurance industry relate to a younger market. Now, here's the next step.
October 17, 2012
New Hire Roundup: Aberdeen Adds NYC OfficeThis week in new hires, MFS Investment Management welcomed Philip Stewart and promoted David Bryant; Leslie Voth was named CEO at Pitcairn; and Michael Millman joined U.S. Banks Private Client Reserve in San Francisco.
October 17, 2012
What Consumers Want: NAPFA’s Infographic Is Good, But…...it fails to address the question that should be top of mind for the entire financial planning community: Why dont more people go to financial planners?
October 17, 2012
Increased Volatility Raises Retirement Worries, Boosting Need for Advisors: NatixisNatixis Global Asset Management's David Giunta says advisors are best positioned to guide investors through the complexities of durable portfolio construction.