Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
The Do's and Don'ts of Virtual Client Meetings
By Jane Wollman RusoffBusiness psychologist Melanie Katzman tells ThinkAdvisor some best practices — and about her virtual meeting with the Yankees.
May 19, 2020
LPL to Roll Out AdvicePay ToolCreated by Michael Kitces and Alan Moore, AdvicePay lets advisors accept payments via credit card or electronic bank transfer.
May 18, 2020
Advisor Comp May See Big Change Due to COVID-19: Aite GroupThe shift will move from a focus on asset base to one that also includes services provided.
May 18, 2020
Unwrapping RMD Waiver Details in CARES ActClients with special circumstances may be especially confused over the impact of the 2020 RMD waiver.
May 15, 2020
Cash Flow Concerns Are King With Construction ClientsAmid the pandemic, advisor Nick Giacoumakis is working with clients on keeping their businesses open.
May 15, 2020
TD Ameritrade Exec: Advisory Fee Tax Deduction Needed More Than EverSkip Schweiss also discussed the SEC Advertising Rule and gave a warning about Reg BI compliance.
May 14, 2020
Why, and How, Advisors Should Podcast: TD AmeritradeWhen it comes to podcasts and flash briefings, clients want "brevity, levity and familiarity," TD Ameritrade's Dani Fava says.
May 14, 2020
Goldman to Buy Folio FinancialWith this deal, Goldman "fills in the last piece" of its wealth management ecosystem, consultant Gavin Spitzner says.