Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Sail Over These 4 Social Media Obstacles
By Amy McIlwainIf any of these hurdles are sidelining you, its time you took steps to overcome them.
July 23, 2012
Millionaires’ Outlook Reaches 5-Year High: FidelityHow millionaires achieved their wealth, as well as their financial outlook and goals, influences their investment behaviors, according to a study by Fidelity Investments.
July 20, 2012
Wealthy Investors Adopting Mobile TechnologyWealthy investors are taking up social media and mobile technology in increasing numbers, the Spectrem Group found in a survey released Thursday.
July 20, 2012
Nearly 3 in 10 Mass Affluent Investors Use a Tablet Device to Correspond with AdvisorsThe report also reveals that 33% of mass affluent investors use a smartphone, such as an iPhone or Android-based phone, to correspond with their financial advisor or provider.
July 20, 2012
Genworth Wealth Adds 4 Strategists, 8 StrategiesI call it the happy meal, says Genworth Wealth Management President and CEO Gurinder Ahluwalia of the firm's simplified menu of portfolio strategies for indie advisors.
July 20, 2012
Could You Have Saved These Clients? 7 Scams That Hit Celebrities HardFinancial scandals are usually named for their perpetrators, not their victims, unless those ripped off are the famous.
July 20, 2012
On Dodd-Frank’s 2nd Birthday, Should Investors Celebrate?Individual investors have not witnessed dramatic regulatory changes favoring investors over the past two years, but they seem to be voting with their assets, moving them more toward fiduciary advisors.
July 20, 2012
An Unhappy Customer Can Really Hurt Your BrandTips to help you avoid angering a customer and smooth things over if you do.