Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Defending Your Digital Data: Part 1
By James CappsCybersecurity is becoming less esoteric for advisors something thats avoided or relegated to IT personnel to handle. Increasingly, it has become front-page news.
July 31, 2017
A Family AffairNews doesn't slow down much in the summer, especially with a new president and the start of a hotly debated regulatory regime for advisors.
July 31, 2017
How Edelman Keeps Its Clients Happy (Without Cutting Fees)Edelman Financial's clients range from middle-income to high-net-worth, and fees are 2% for some. CEO Ryan Parker discusses the two keys to the firms growth.
July 31, 2017
Two Ways LPL Plans to Innovate: New Mobile App, Virtual AssistantsAt its Focus conference, CEO Dan Arnold shares details about a mobile app for clients and the IBD's experiments with Uberization.
July 31, 2017
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio ProductsIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 28, 2017
New Tool Helps Families Assess Effects of Budget Cuts on Student AidA new tool from the National Association of Student Financial Aid Administrators shows the impact of Trump budget cuts on financial aid at individual schools.
July 27, 2017
Millionaires Not Afraid of Mobile: SpectremA mobile-friendly website is crucial to getting the attention of millionaire investors, Spectrem reports.
July 26, 2017
Why Women Make Great InvestorsWomens investment behavior tends to follow recommended investment principles more often than mens, according to a Wells Fargo Investment Institute report.