Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Advisor360 Acquires Generative AI Tech Developer
By John ManganaroThe acquisition of Boston-based Parrot AI enables advisors to record, transcribe and summarize meetings.
January 13, 2025
Morningstar Rolls Out Advisor Software SuiteDirect Advisory Suite aims to streamline such tasks as conducting research, generating client proposals and building portfolios.
January 13, 2025
New Focus Financial Partners Brand Spotlights ‘Hub’ StrategyThe architecture for the firm's advisory hubs, under the name Focus Partners, includes a redesigned website and logo.
January 09, 2025
With 'Front Row Seat' to LA Wildfires, StreetCred Launches FundraiserThe PR firm's GoFundMe aims to raise $10,000 for a community foundation.
January 08, 2025
Jack Dolan Retires From Post as Life Insurers' SpokesmanThe longtime vice president of public affairs oversaw media relations at the American Council of Life Insurers.
January 07, 2025
The Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.Share the good news, but warn affected clients that benefit increases or back-payment checks won't come immediately.
January 06, 2025
10 Useful Phrases to Get Clients to ActSometimes they need to have an "aha" moment. You can help them get there.
January 03, 2025
Shift Conference Organizer Pulls PlugAdvisor and entrepreneur Ross Marino has canceled the 2025 event and shut down its parent company, Advisor2x.