Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
New SEC Committee to Put Retail Investors First
By Melanie WaddellMany individual investors feel like they are under siege, SEC Commissioner Luis Aguilar said at the group's first meeting.
June 11, 2012
FSI’s New App Turns Advisors Into Army of Potential AdvocatesThe app gives advisors the mobility they need to speak with one voice and influence the regulatory and legislative processes on the go, FSI said.
June 08, 2012
Don’t Forget the Customer ServiceSocial media begs for better customer service. Ignore it at your peril.
June 08, 2012
Don’t Forget the Customer ServiceSocial media begs for better customer service. Ignore it at your peril.
June 07, 2012
5 Misconceptions About Consumers and IRA RolloversThe IRA rollover market creates a massive opportunity for advisors, according to recent research from McKinsey & Co.
June 07, 2012
Advisor Calls for Paradigm Shift in Financial AdvicePaula Hogan, a Milwaukee-based advisor, has laid out a model for financial planning that she argues is both more effective and more distinctive than conventional approaches.
June 07, 2012
Morgan Stanley’s Multicultural Web Portal Breaks New GroundMorgan Stanley Smith Barney's Multicultural Financial Advisors Forum helps advisors serving minority clients exchange best practices.
June 07, 2012
Pershing to Offer 529 College Savings PlansThe new 529 college savings plan is designed to help advisors overcome the hurdle of managing college savings outside their clients' portfolios.