Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Time for a Transition (XI): Blogging for Business
By Marie SwiftIn recent months, I've been about building client loyalty and share of mind with prospective clients and clients of influence, or COIs. In the May...
July 08, 2010
Advisors Focus On Existing Clients, Not GrowthIt's a bad time for new business, evidently. A recent SEI survey found advisors spend more time with their existing clients than they do trying...
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 07, 2010
NAPFA Elects New Board Members; Two Organization Veterans Return to Leadership RolesThe National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.
July 05, 2010
As Advisors Use Facebook and Twitter More, Compliance Concerns LoomSocial media have evolved to include marketing, branding, corporate communications of all kinds, and customer relations.
July 05, 2010
Whiskey to the (Pension) RescueCompany to use Johnnie Walker to fill $645 million retirement shortfall. Talk about liquid assets...
July 01, 2010
Olivia's Advice on Succession PlanningMany financial advisors resist developing a succession plan because of our individual (and societal) reluctance to deal with death and disability. It's easier to say...
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.