Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Helping Clients Recover Their Retirements: Pt. 2
By Philip J. RomeroThis column is for clients near retirement age whose planning was swamped by misfortune, like the 2008 crash, and hope to recover their futures.
September 13, 2017
Fintech Is a Tool, Not an Obstacle, in Client ServiceIn the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan, Celent writes.
September 13, 2017
Senators Demand Equifax Insider Trading ProbeThe fallout from the massive Equifax hack continues, with lawmakers and consumer advocates continuing to demand further action.
September 13, 2017
Fidelity Launches Robo Platform for AdvisorsThe Automated Management Platform allows advisors to seamlessly manage digital accounts alongside more traditional accounts, Fidelity says.
September 13, 2017
Global Family Office Returns Bounced Back in 2017Many family offices are unprepared for the looming generational wealth transfer, UBS finds
September 12, 2017
Rich People From These Nations Hide the Most Offshore WealthThe top 0.01% isn't paying a big chunk of its tax bill, research finds.
September 12, 2017
The Declining Fiscal Health of America’s CitiesMunicipal revenues are expected to grow much more slowly in 2017 while expenditures remain steady and state and federal aid continues to decline.
September 12, 2017
Planning for the Suddenly Wealthy: Call In the SWATT TeamComing into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.