Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Want to Win the Robo Game? Think Like a Chess Champ: Envestnet CEO
By Bernice NapachAdvisors who fear robo-advisors and other technological advances should take a tip from chess grandmaster Garry Kasparov, Envestnet CEO Jud Bergman says.
May 17, 2016
Wealthy Women vs. Wealthy Men: 4 Key Differences in How They Invest"Advisors may need to encourage wealthy women to be more aggressive in their investment philosophy," a Spectrem Group white paper states.
May 17, 2016
Top 15 Cheapest States for Long-Term Care: 2016Even in these states, LTC is expensive, averaging $38,583 a year in the cheapest state, Genworth reports.
May 16, 2016
Kol Birke: Commonwealth's Empathetic Technologist — The 2016 IA 25Being able to "unstick" conversations is critical to helping clients make the smartest financial decisions.
May 16, 2016
Senator Urges State Regulators to Support Senior$afe ActSen. Susan Collins noted GAO findings that Americas seniors lose $2.9 billion each year to scams and financial exploitation.
May 16, 2016
Why Clients Leave an AdvisorIn most cases, a relationship veers off track because of a breakdown in communication.
May 16, 2016
Envestnet Summit to Focus on ‘The Essential Advisor’The summit will follow three basic tracks that can help advisors stay relevant and in demand: technology, practice management and investment.
May 12, 2016
Top 15 Most Expensive States for Long-Term Care: 2016Genworth survey identifies the states with the highest annual care costs.