Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
‘Huge’ Wealth Transfer in Sight: UBS, PwC Report
By Emily ZulzIn the U.S. alone, about $1.1 trillion will transfer to the next generation over a period of 20 years, the report estimates.
October 15, 2016
Your AUM increase using social media: a cool $8 million-plusMore than half of advisors (56 percent) say that social media has helped them gain new clients a great deal compared to traditional prospecting methods.
October 14, 2016
New Messaging App May Help Hook Millennial ClientsA new app could have implications for advisors client communication strategies, particularly their millennial clients.
October 14, 2016
Sen. Warren Urges Obama to Fire SEC Chief Mary Jo WhiteWarren says White is not addressing pressing matters of compelling interest to investors and the public.
October 14, 2016
Economic Anxiety Peaks as Election ApproachesAmericans economic anxiety had increased over the past six months, and was up significantly from a year ago, according to a poll.
October 13, 2016
Advisors Getting More Clients Via Social Media: Putnam InvestmentsOver the past three years, the percentage of financial advisors reporting success in gaining clients via social media rose from 49% to 80%.
October 13, 2016
Coordinate Retirement Withdrawal Strategies to Generate Most IncomeAdvisors can raise the bar on Social Security advice by coordinating clients account withdrawals and claiming strategies.
October 12, 2016
Wells Fargo CEO Stumpf Steps DownAfter fallout from fake-accounts scandal, John Stumpf said that he believes new leadership at this time is appropriate.