Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Vanguard's Ongoing Website Issues May Be Its 'Worst Tech Screw-up' Ever: Source
By Bernice Napach"It's a nightmare. This is the worst possible time for something like this to happen," says Dan Weiner, editor of The Independent Adviser for Vanguard Investors, a newsletter.
December 29, 2021
10 Best States for Health Care in 2021MoneyRates looked at the average health insurance premium and ratio of doctors to state population, among other factors.
December 28, 2021
The Importance of Family in the Sales ProcessIt takes a village to raise a child. Why not sell to the village?
December 28, 2021
8 Things to Say to Clients Before New Year's EveIt's not only acceptable but courteous to call your clients, wish them a happy new year and ask how they're planning to celebrate.
December 28, 2021
Vanguard Clients Report Website Outages Since ChristmasFor several days, users have complained the site "won't provide account statements or transaction confirmations," says Vanguard watcher Dan Wiener.
December 28, 2021
Last-Minute Tax Loss Harvesting Tips for 2021Clients have a few days left to prevent a surprise tax hit from digging into their profits, say the two tax experts.
December 28, 2021
Why the Bull Market Keeps RunningThe S&P 500 has stood relatively firm, hovering within 4% of its all-time high thanks to strength on the bottom line.
December 28, 2021
What to Expect for Social Security in 2022Experts Jamie Hopkins, Marcia Mantell and Nancy Altman weigh in on what lies ahead for the retirement benefits program next year.