Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Servicemembers Favor Permanent, Not Temporary Life Insurance
By Danielle AndrusPermanent life insurance ownership among members of the military has increased seven points over the last year, according to First Command Financial Services.
August 17, 2015
Morningstar: Jason Turner Helps Great Lakes Set ExpectationsChicago firm follows SRI principles to find good corporate actors that make good investments.
August 14, 2015
Americans More Optimistic About Their Finances, but Less PreparedIn Lincoln Financial's annual MOOD survey, 81% of Americans said they feel optimistic about their financial future today, a drastic improvement over four years ago. But perhaps because so many don't have an advisor, they feel unprepared for the future.
August 14, 2015
Massachusetts Distributes $3 Million to 14,000 Swindled InvestorsMassachusetts said 14,000 investors have received a total of $2.9 million in settlements related to the illegal TelexFREE pyramid scheme.
August 14, 2015
SEC, FINRA Enforcement: Former 'Real Housewives' Husband Fined for Naked Short SellingBrokerage firm ITG Inc. and affiliate AlterNet Securities will pay $20.3 million for running secret dark-pool trading desk.
August 13, 2015
DOL Fiduciary Proposal Must Be Broader: Bobby MonksBroken U.S. financial system filled with intermediaries whose fees leave investors poorer.
August 12, 2015
Morningstar: Everplan's Schneiderman on a New Service for Advisors' ClientsAbby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
August 11, 2015
12 Weakest States for Retirement Security: NIRSTheres room for improvement in all states to build better retirement support systems, Diane Oakley said.