Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Advisor Helps Divorcing Women, Extends Franchise Nationwide
By Gil WeinreichCandace Bahr has helped more than 10,000 women over the years through divorce workshops, while building a female-oriented niche business with $114 million in AUM.
May 10, 2015
Sheryl Garrett: Making Fiduciary Advice Accessible—The 2015 IA 35 for 35The pioneer of pay-by-the-hour financial advice, who started her practice on April Fools Day in 1998, is glad she ignored the naysayers.
May 08, 2015
Harold Evensky: Comprehensive Planning by Stages—The 2015 IA 35 for 35When Harold Evensky started in the financial planning business he was doing yellow pad planning, literally using a yellow pad of paper and a pen to map out clients financial plans, he told Investment Advisor in April.
May 08, 2015
Vampires by Day: Are Social Media Addicts Ruining Your CompanyWith all this social media activity, one wonders how any work gets done.
May 08, 2015
Duke’s Coach K: Lessons on How Advisors Can Build the Best TeamsTeams work better if their members have a sense of ownership, said Coach Mike Krzyewski.
May 08, 2015
Envestnet Offers Digital Tool to Battle Robo-AdvisorsThe Advisor Now portal is designed to help advisors deliver comprehensive wealth management services where and when clients want them, said Envestnet CEO Jud Bergman.
May 06, 2015
Bergman to Advisors: Envestnet Will Help You ‘Cross the Digital Divide’At Advisor Summit, Envestnet CEO uses the metaphor of transcontinental railroad builder to encourage advisors to surmount the robo-advisor challenge.
May 06, 2015
Toward a Workable Fiduciary Standard for Brokers: The 7 QuestionsTo tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.