Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Schwab Launches Free Financial Planning Tool
By Janet Levaux"It's a brilliant move" against rivals said Gavin Spitzner of Wealth Consulting Partners, who predicts Schwab's RIA clients will have "a divided response" to it.
August 19, 2020
What's a Pro Sports Coach to Do in a Pandemic? Talk to an Advisor, of CourseHarman Wealth Management's managing director told ThinkAdvisor about working with MLB and NFL coaches — and another client whose needs went beyond financial planning.
August 19, 2020
8 Strategies for the Fee-Sensitive ProspectSome people like to haggle. Here's what to tell them.
August 18, 2020
Client Communications Have Changed. Needs Have Not.Some changes to the ways advisors and clients communicate may be permanent, but advisors are adapting.
August 18, 2020
Fidelity's Assets Hit $3.3T on Trading SurgeThe firm says it has added 2,000 employees, including financial consultants, as investors jump into the markets.
August 14, 2020
Mortgage Refinancing Rates Heading HigherThey will soon reflect an additional 0.50% fee that Fannie Mae and Freddie Mac are imposing on refis.
August 13, 2020
DOL Gives Guidance on Trump's Unemployment Benefits OrderSen. Ron Wyden, D-Ore., argued Thursday that Labor's new guidance "leaves many unanswered questions."
August 11, 2020
When Clients Get Sick, What Should an Advisor Do?A little reminder that you're thinking about them can go a long way.