Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
New Hearsay Tools Make Social Media Compliance Easier and Faster
By Emily ZulzThe new technology enables compliance supervisors to review advisor digital activity with one or two clicks.
December 01, 2016
Vestorly Launches AI-Fueled Social Media ToolThe new tool is like a "24/7, round-the-clock, artificial intelligence marketing assistant for social media," CEO Justin Wisz says.
November 29, 2016
Financial Planners Play Therapist to Paralyzed LiberalsPost-election, advisors find themselves playing political therapists for distraught progressive clients, coaxing them to stick to investment plans.
November 29, 2016
Financial Advisors Voted Overwhelmingly for Trump: FSI PollFinancial advisors favored Trump over Clinton by a ratio of more than 3 to 1, according to a post-election poll from FSI.
November 29, 2016
How Wealthy Americans Spend Their Money in These 14 CategoriesA Spectrem study finds some spend more than $100,000 on everyday and luxury items.
November 28, 2016
10 crimes against the customerAre you guilty of committing any of these offenses that alienate prospects and clients?
November 28, 2016
Wells Fargo Pushes to Settle Claims Over Fake Accounts via ArbitrationCustomers are suing the bank for millions plus punitive damages.
November 23, 2016
Technology Critical to Meet Increasing Compliance BurdenRegulators are using technology to crack down on financial services firms; advisors should use the same technology.