Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Advisors, Consumers Need More Information on Long-Term Care Planning
By Danielle AndrusLong-term care planning is a struggle for advisors and investors, a survey released recently by Lincoln Financial found.
October 19, 2015
Top Portfolio Products: CNL and KKR Form Business Development CompanyMeanwhile, Eaton Vance's Parametric unit added factor investing strategies.
October 16, 2015
Among Affluent, Millennials Have More Assets Than Gen X: CogentA Cogent Reports webinar on Thursday provided a look at affluent investors, particularly millennials, and how they invest.
October 16, 2015
5 digital marketing trends for advisors in 2016: Deena KatzThe veteran wealth manager and academic argues for how advisors should use social media.
October 15, 2015
FINRA’s Ketchum: 3 Top Exam Priorities for 2016Every year in Q1, FINRA publishes a letter about its regulatory and exam priorities. On Thursday, CEO Richard Ketchum offered a preview for 2016.
October 15, 2015
Advisors lure million-dollar clients on social mediaSome 17% of American Century survey respondents acquired business of at least $1 million in part because of social media.
October 15, 2015
18 ways to shake up marketing & sharpen resultsDo your ideal clients know you're their ideal financial advisor? Consider these 18 tips count 'em on how to get your message across more effectively.
October 15, 2015
18 ways to shake up marketing & sharpen resultsDo your ideal clients know you're their ideal financial advisor? Consider these 18 tips count 'em on how to get your message across more effectively.