Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Is Fiduciary Sales an Oxymoron?
By Bob ClarkDOL and SEC need to make the distinction between sales and advice clearand stop letting anyone other than an RIA call themselves an advisor.
May 13, 2015
83% of Americans Say They Can’t Afford College: Edward Jones PollPlus, 66% cannot identify what 529 plans are, the annual survey finds.
May 13, 2015
What’s Best for Clients Is All We Need to KnowSome want to confuse the fiduciary debate, but in the endand the beginningit's all about acting in the best interests of clients.
May 13, 2015
Money stuff: Traders' white lies and guilty pleasToday is the oral argument in Jesse Litvak's appeal of his fraud conviction for lying about how much he paid for some mortgage bonds.
May 12, 2015
FINRA Doubles Length of Suitability Suspensions, Toughens Fraud SanctionsFINRA says it will be tougher on those committing fraud or making unsuitable recommendations and will increase suspensions for breaking suitability rules.
May 12, 2015
5 ways insurers can use social media to supplement direct mail campaignsMany insurance marketers still use traditional direct mail to acquire new customers, but fail to integrate this initiative with social media.
May 12, 2015
Millennials Now Biggest Generation in Work Force: PewMillennials in the first quarter overtook Generation X as the largest component of the U.S. work force, according to a new Pew Research report.
May 12, 2015
LinkedIn: 5 techniques to generate more leadsIf you want to build brand awareness, generate more leads and grow your business, social media can help.