Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Retired NHL Player Went From the Ice to Investments
By Jane Wollman RusoffJason Platt discusses his career shift after his friend's death, shaping clients' financial plans and dismissing recession fears.
September 12, 2022
Ric Edelman Takes Stake in Financial Planning Engagement PlatformThe latest funding win for Lumiant follows a $3 million investment by strategic investor Savant Wealth Management.
September 12, 2022
Gen Xers Are Worried About Inflation, Skeptical of Advisors: State StreetCurrent market conditions could make now a good time to build trust with these investors, according to State Street Global Advisors.
September 08, 2022
How Advisors Can Help Clients With a Terminal IllnessProper planning done compassionately can save these clients a lot of angst, advisor and physician Carolyn McClanahan says.
September 02, 2022
3 Steps to Transitioning Clients to Other AdvisorsWith advisors in short supply, firms must serve more clients with the human resources they have. Here's how.
September 02, 2022
Life Insurance Awareness Month Arrives Amid COVID-19 LullOrganizers hope Roselyn Sánchez, the 2022 spokesperson, will appeal to Hispanic consumers.
August 25, 2022
Free Trading Isn't Free, But We're Still Better OffThere is a perception that shadowy market makers might be "ripping off" investors. But that isn't really true.
August 25, 2022
8 Soft Skills Advisors Need to MasterTo keep clients happy and engaged, advisors often need to think like psychologists.