Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
New FAFSA Rules Create New College Financial Aid Strategies
By Bernice NapachStudent loan rates are lower and FAFSA rules have changed, which creates new opportunities to maximize financial aid.
July 11, 2016
22 sales memes that get it rightNot every piece of career advice needs to be accompanied by a 500-page handbook.
July 08, 2016
Millennials and Attorneys Make the Same 4 Financial MistakesMany successful people cannot dedicate the time required to handle finances well, but these four mistakes are easily avoidable.
July 07, 2016
Student Loan Delinquencies Climb Despite Economic RecoveryStudent loans are the only consumer debt sector where delinquencies are higher now than they were during the financial crisis, according to a new report.
July 07, 2016
Sen. Warren Blasts SEC Disclosure Initiative as Harmful to InvestorsThe attempt to simplify public company disclosure requirements is an "ill-conceived" waste of the SEC's time, Sen. Elizabeth Warren says in a letter.
July 01, 2016
Military Families’ Pay, Housing Awaiting Congress’ ActionProposals in the federal defense bills could affect service members' housing costs, health coverage and even commissary prices.
July 01, 2016
Marines, Lacking Financial Planning, Get Hand From Ex-Army OfficerAdvisor David Block offers pro bono help in retirement planning, avoiding heavy debt and steering clear of scams that target service members.
June 30, 2016
More Scholarships, Fewer Loans Financing College: SurveyIn addition, more students are working during the academic year or on breaks to help pay for college, Sallie Mae reported.