Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Why Words Matter to Clients
By Fran O'BrienOur research found that certain common words and phrases are turn-offs to the HNW individuals that advisors are trying to attract.
October 26, 2017
4 Facts About the World’s BillionairesBillionaire wealth as well as the number of billionaires grew in 2016, according to UBS and PwC.
October 25, 2017
Who Wins, Who Loses in Defeat of the CFPB Anti-Arb RuleLike many battles in Washington these days, the Senate vote against the CFPB rule pits consumer groups against financial institutions and their representatives.
October 25, 2017
Complex Client Chats Could Be Untangled by Speech SoftwareGridspace says its analysis software, from SRI Speech Labs, would eventually fit the needs of the financial advisory space.
October 24, 2017
Senate Preparing to Overturn CFPB Anti-Arbitration RuleThe House has already voted to void the CFPB rule, and the Senate could vote as early as today or tonight.
October 24, 2017
Working Past 70½? Skip the 401(k) RMD Without PenaltyFor clients working past age 70, there is an exception allowing them to defer their 401(k) RMDs until retirement, Professor Robert Bloink says.
October 23, 2017
Hearsay Acquires Mast Mobile to Strengthen Its Texting PlatformHearsay will apply Masts technology to advance its Hearsay Messages text-based client outreach solution.
October 20, 2017
2 Biggest Reasons Clients Trust Their AdvisorsVanguard assessed 32 skills, practices and behaviors for their effect on client trust. Interestingly, financial planning ability barely cracked the top 10.