Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
8 Financial Deal Breakers for Marriage
By John SullivanBad credit, mortgage foreclosure and bankruptcylove may be blind to these and other financial setbacks.
May 10, 2012
How to Get the Most Out of Social Security Planning for Couples: Michael KitcesCouples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.
May 09, 2012
The Pregnancy Test: Can a Broker Be a Little Bit Fiduciary?For keeping the faith and shouting from the virtual rooftops, a shout-out to the keepers of the fiduciary flame.
May 09, 2012
The Most Effective and Cost-Efficient SRO for Advisors? FINRAFragmented oversight constitutes a serious risk for the Main Street investor; the established SRO is the best way to ameliorate that risk.
May 09, 2012
Fee-Only Planners May Be Aging World’s Best HopeShock of Gray author Ted Fishman tells NAPFA conference that fee-only planners are ideally suited to prepare people for the cold realities of global trends in an aging world.
May 07, 2012
TD Ameritrade to Focus on Women as ‘Growing Financial Force’At FPA Retreat, TD Ameritrade Institutional is supporting the professional development of women advisors and expanding efforts to help independent RIAs market to women investors.
May 07, 2012
Kitces: Can Financial Advisors Keep Pace in a Digital Future?Michael Kitces took the stage at the 2012 FPA Retreat to offer his vision of what the future holds for financial planning in the digital age.
May 07, 2012
Your Monday Morning Marketing RoutineOne hour a week is all thats required for a great lead generation program via social media.