Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Why Donald Trump Has David Kotok Worried About the Global Economy
By Bernice NapachThe investment manager cashed out of many stocks following Trump's election.
January 23, 2017
Kitces to Advisors: Don’t Fear RobosTechnology, not robo-advisors per se, is transforming the advisory business, says industry blogger and wealth manager Michael Kitces.
January 20, 2017
For Families With Special Needs, Listening Is Key for AdvisorsParents of children with special needs are facing a three-fold challenge when it comes to financial planning.
January 20, 2017
When Trump Tweets, Investors ListenWhat does a tweeting president mean for advisors and their investor clients?
January 19, 2017
Free College Tuition Plans Sprout in States as Feds Could Cut AidGet ready for potential changes in the college funding arena at the federal and state level, some good and some bad for borrowers.
January 18, 2017
House Bill Would Let Students Pay Off Loans With 529 PlansThe legislation also would encourage companies to help employees save for college or for disability care via tax incentives.
January 18, 2017
CFPB Sues Navient, the Largest US Student Loan ServicerThe CFPB charges Navient with illegal practices that pushed borrowers deeper into debt or prevented their participation in income-driven repayment plans.
January 16, 2017
Republicans Will Find Corporate Tax Reform Isn't That EasyTax reform is a relatively easy concept. As the current House bill shows, the difficulty is in the details.