Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Orion Bolsters Real-Time Data Sharing on the Cloud
By John ManganaroThe expansion comes via a collaboration with Snowflake, the artificial intelligence data cloud company.
January 23, 2025
Wealth.com Nabs Nitrogen Exec for Key RoleDan Bolton will serve as head of marketing for the estate planning platform.
January 21, 2025
LPL Launches Digital Marketing PlatformAdvisors who beta tested the new marketing solutions grew assets 39% faster, according to the firm.
January 16, 2025
As Wire Fraud Claims Rise, Advisors May Find They Aren’t Properly InsuredAn advisory firm needs to protect itself to ensure that it isn’t on the hook for these liabilities.
January 16, 2025
AI Will Wipe Out 80% of Financial Planning Business, Advisor PredictsMega-firms will use data aggregation to swallow the middle market, Thomas Goodson says.
January 15, 2025
Generation X Thinks About Retiring Between the Rock and the Hard PlaceAllianz Life has data on why near retirees yearn for annuities with a potential for growth, protection and a pony.
January 15, 2025
Consumers Report Citi App Outage, Credit Card IssuesCustomers said Citi's app was down, and some said they couldn't use their credit cards.
January 15, 2025
Mind the Generational GapA software CEO has ideas about how insurers can navigate the Great Wealth Transfer.