Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
8 Phrases That Can Win Over Hesitant Prospects
By Bryce SandersSometimes the right words can help them view the situation differently.
May 05, 2026
Employees Use Digital Tools More Often but Still Prefer Human AdviceWorkers value tailored guidance that aligns with their personal goals, reassures them and builds their confidence, UBS reports.
May 04, 2026
Average Yearly Financial Planning Fee Surges 52% in 3 YearsFlat fees have risen by 15% since 2023, Envestnet reports, while subscription fees have reached $595 per month.
April 29, 2026
Advisors Expect Year-End Stock RallySeven in 10 expect the S&P 500 to finish 2026 up by 5% or more, InspereX research finds.
April 28, 2026
10 Ways to Answer 'What Do You Do?'Get the other person interested enough to ask questions.
April 27, 2026
Fidelity Hit With $1.25M Fine Over Data BreachMassachusetts' top securities regulator ordered the fine over a breach that compromised the data of 77,000 customers.
April 24, 2026
How Advisors Make Video ManageableAround half of advisors create video, and most say it helps boost AUM, Idea Decanter finds.
April 22, 2026
AI Financial Plans Can Be Polished, Personalized and Wrong, Advisors SayAdvisors are starting to see clients come to them with AI-generated plans and asking their thoughts.