Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
7 Tactful Phrases to Get Your Point Across
By Bryce SandersSaying the right thing can be the difference between alienating a prospect and landing a new client.
April 14, 2026
Are You Ready to Live a Long Time?John Hancock is using an MIT-powered grading tool to get retirement savers thinking.
April 09, 2026
Vanguard Debuts 'Expert Insights' AI Portfolio ToolThe tool gives advisors direct access to the asset manager's portfolio analysis expertise, it says.
April 09, 2026
This AI Tool Coaches Advisors on the Human Side of AdviceFocal's agentic platform gives advisors feedback on improving empathy, listening actively and asking better questions, CEO John Connell says.
April 02, 2026
eMoney Advisor Expands Premium Client Portal Branding CapabilitiesThe update gives advisors "greater control" over how their brand is presented throughout the client experience, the firm says.
March 31, 2026
Cetera Taps Zocks' AI Assistant for AdvisorsThe firm's financial professionals can now automate administrative, meeting and client onboading tasks.
March 30, 2026
Carson Group Rolls Out New AI Tool for AdvisorsClient Intelligence gives advisors instant visibility into what is happening within a client household, the firm says.
March 30, 2026
Suspended Broker Who Pretended to Be Trading Whiz Pleads Guilty to FraudKenneth Thom, who promoted himself on social media as "K Money," faces up to five years in prison.