Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Oranj Launches Free Wealth Management Software Product for Advisors
By Bernice NapachThe MAX offering includes model portfolios and funds from BlackRock, Direxion, Morningstar, ETF Securities and Frost Investment Advisors.
October 10, 2017
LTCI’s Death March Sparks Rise in Hybrid ProductsThe enduring need for funding LTC has sparked a relatively new line of hybrid products that combine LTCI with life insurance or an annuity.
October 09, 2017
Think 7% Returns Are Coming Back Anytime Soon? Think Again.Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPAs annual conference.
October 09, 2017
15 Cheapest States for Long-Term Care: 2017Genworths annual study on the cost of care nationwide, which includes home care and assisted living facilities, ranks LTC costs by state.
October 06, 2017
GOP Tax Plan Won’t Do Much for Economy: Moody’sIt's a "boon for business, a wash for individuals" and does little to boost growth, says Moodys analyst Mark Zandi.
October 05, 2017
Junxure Cloud 4.0 Is Out This WeekEnhancements to the CRM platform include streamlined navigation and expanded reporting capabilities.
October 05, 2017
How to Attract More Female Advisors and ClientsThis challenge should be top of mind for financial advisory firms, according to some panels at this week's FPA annual conference.
October 05, 2017
6 Personality Traits of the Wealthy and SuccessfulAuthor and financial editor Jean Chatzky discusses what she found from researching 5,000 wealthy and successful people.