Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
How Facebook Live can make you better at sales
By Bradley FlowersIf you want to market to your clients in the 21st century, you have to get into their phone.
January 09, 2017
SIFMA Recommends Full-Market Close on MLK DayThe move would cover government securities, muni bonds and other products.
January 06, 2017
Rising Student Debt Among Seniors Threatens to Wreck Their RetirementThe CFPB reports that nearly 40% of borrowers 65 and older, a fast-growing segment of student-loan debtors, are in default.
January 06, 2017
Election Leaves Millennials Pessimistic About Financial SecurityMore than 70% of millennials said the economy this year would be worse off than in 2016, the survey found.
January 06, 2017
DOL’s Perez Makes Plea to Trump as NAFA Appeals Fiduciary DecisionIn an exit memo, Perez said the next administration and Congress must adequately fund DOLs enforcement of the fiduciary and overtime rules.
January 05, 2017
Investors Increasingly Willing to Pay for Financial Advice: CerulliRetainers and hourly fees were the least compelling fee structures, the study found.
January 03, 2017
5 Brokers Who Crossed FINRA in Q4Advisors did everything from obtaining credit cards using fake names to lying under oath, regulator says.
January 03, 2017
How to Add a Robo Without Cannibalizing Human Advice: CerulliThe latest Cerulli report raises the questions that traditional advisory firms should answer before embarking on a robo offering.