Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Advisor-Sold 529 Plans Lose Market Share Even as Assets Grow
By Bernice NapachAdvisor-sold 529 plans account for 46% of all 529 plan assets, but more investors are choosing direct-sold funds with lower fees, according to Morningstar.
May 25, 2016
Summer Planning for Stress-Free FunSummer is a season of recreational fun and personal relaxation. Unfortunately, summer is also the riskiest season of the year.
May 25, 2016
Would You Rob Your Retirement to Pay for Your Startup?Rollovers-as-business-startups (ROBS) transactions are an unusual, and risky, way for investors to fund their own venture. Are they worth it?
May 25, 2016
DOL Will Rely on Consumers, Advisors to Help Enforce Fiduciary Rule: BorziAt the launch of an investor awareness campaign, DOL's Phyllis Borzi and Vanguard founder John Bogle talk about the rule's effects and about future regulation.
May 25, 2016
DOL’s Best Interest Standard May Be Tougher Than It LooksThere were a number of excellent comments to my last blog, including a tome-like tutorial by Ron Rhoades on best interest and sole interest standards.
May 25, 2016
What Wealthy Americans Have in CommonA study by U.S. Trust creates a portrait of high-net-worth Americans, focusing on their backgrounds, how they built their wealth and how they use it.
May 25, 2016
The Advisor’s Journey to CRM Success, Pt. 10: Mass CommunicationsThe greatest benefit of a CRM with regard to mass communications, including mass emails and the tracking of campaigns, is that it makes segmentation easy.
May 24, 2016
Mark Kantrowitz: College Financing Ace —The 2016 IA 25Its not surprising that Mark Kantrowitz has become the go-to guy for all things related to paying for college.