Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
How AI Will Make or Break the Indie Advisory Industry
By Angie HerbersWe need to overcome the current trend of using AI as a tool for clients, and instead, develop it more for advisors.
December 20, 2018
Affluent Parents Expect to Spend as Much as $1 Million Over a Child's LifetimeWell-off parents try to balance children's expenses with their own retirement needs.
December 20, 2018
'Client-Centric' Advisors Have 93% Bigger Accounts: CerulliYet less than 30% of advisors say their firms go above and beyond in this area, Cerulli reports.
December 19, 2018
77% of Advisors See Market Downturn in Next 2 Years: SEIAdvisors resolve to improve client experience and grow their teams in 2019.
December 19, 2018
Millennial Homebuyers Confront the 20% Down Payment BenchmarkIt takes a typical couple seven years to save that amount, Zillow reports.
December 19, 2018
4 Tips to Strengthen Client Relationships Around the HolidaysMorgan Stanley's Sarah McDaniel told ThinkAdvisor about some seasonal opportunities to connect with clients — wealthy ones in particular.
December 17, 2018
What Your High-Net-Worth Clients Want to Talk to You AboutLess than half of wealthy clients are discussing these five topics with their advisors, but they wish they were.
December 14, 2018
10 of the World's Ridiculously Expensive Christmas GiftsCheck out these little stocking stuffers to get some ideas for Christmas.