Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Martha Stewart Takes Advisory Role at Pot Firm Canopy Growth
By Kristine OwramThe lifestyle hostess is taking on an advisory role to help develop a "broad new line" of products for both humans and animals.
February 26, 2019
Future of Advisor Tech in Focus at T3From cloud-based ventures to software for retirement-assessment tools, T3 highlighted the need for best-in-class digital strategies.
February 26, 2019
Changing Weather May Alter Retirement PlansWith climate change affecting retirement homes and nest eggs, advisors need to understand their clients' insurance needs.
February 26, 2019
TD Ameritrade CEO Lays Out Strategy; Edelman to Leave Bitcoin Venture"We've been ambiguous about this in the past," but "our strategy is clear," Tim Hockey told advisors assembled at the firm's National LINC event.
February 22, 2019
New York Financial Superintendent Lacewell Warns of Hidden Costs in Universal Life PoliciesLinda Lacewell noted that the internal charges on these policies can increase annually and can spike in later years as a policyholder ages.
February 22, 2019
Elon Musk Turns to Morgan Stanley for 5 Monster MortgagesThe billionaire recently took out $61 million in mortgages on five properties. The Morgan Stanley loans represent about $50 million in new borrowing.
February 21, 2019
Have Fee-Based Models Won the Battle ... or the War?A Cerulli Associates study looked at fee and commission models and asked which pay structure investors preferred.
February 21, 2019
Investors Don't Want to Replace You With a Robot: MDRT SurveyBut many advisors are missing out on technology that could help improve their service, respondents said.