Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Hedge fund manager puts profile on social media, lures $20 million
By Selina WangJoshua Young set up a profile on SumZero, a site that helps match fund managers with institutional investors, and landed a university endowment.
February 16, 2016
SEC Issues Crowdfunding AlertOn May 16, companies will be able to use crowdfunding to sell securities to the public. The SEC offers investors a primer.
February 16, 2016
4 Steps to Better Engagement With Female InvestorsGender stereotypes and fundamental service misalignments continue to stand in the way of the industrys efforts to meet the needs of female investors.
February 16, 2016
How Our Biases Can Thwart Even the Best-Laid Financial PlansFear and greed, two of the strongest emotions, help explain why investors buy high and sell low.
February 16, 2016
Why Trump and Sanders Matter to Financial AdvisorsBoth voters and investors are showing their loss of trust and confidence in established institutions, Knut Rostad writes.
February 12, 2016
Top Portfolio Products: Morgan Stanley Adds Environmental Toolkit to PlatformNew tools to invest with climate change in mind and to support clients emotionally and promote long-term investing.
February 12, 2016
Chronically Ill Clients May Have Lower Health Care Costs in RetirementRetirees with certain health conditions may not need to save as much because their life spans are shorter, an Empower Institute study finds.
February 12, 2016
How Pro Golf Explains the Stock Market PanicBehavioral economist Cass Sunstein says golf offers a clue about an important source of this months market volatility: human psychology.