Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
You Don’t Need a Podcast — You Need a Plan
By Megan CarpenterThe advisors winning today aren’t doing more. They’re doing what matters most, with clarity and consistency.
October 23, 2025
Snappy Kraken Adds Real-Time CRM SyncingSnappy Kraken CEO Robert Sofia says advisors can now sync the marketing platform with Orion, Salesforce and others.
October 23, 2025
Who Works With Advisors? 7 New StatsFinancial professionals are the most trusted source of financial information, a new survey finds.
October 22, 2025
FINRA Suspends Ex-Fidelity Rep Over Social Media PostsKevin Jenkins ran a company that posted unapproved finance-related content, according to FINRA.
October 21, 2025
FP Alpha Launches NextGen Tax Insights ServiceCEO Andrew Altfest says the tax return analysis tool is built with "AI you can trust."
October 21, 2025
SEC Chief: Texting Crackdown Went Too FarThe agency's handling of off-channel communications was "not the way a regulator should act," Paul Atkins said.
October 20, 2025
Carson Sues Ex-Advisor for Alleged Client PoachingAn advisor who left Sweet Financial Partners, which the group acquired, is soliciting Sweet clients, according to a lawsuit.
October 20, 2025
6 Must-Know Tips for Compliant TextingTexting is still in regulators' crosshairs, so firms and advisors need to follow the rules.