Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
SEC Investigates Bank of America for Doing Nothing
By Matt LevineIf you make it too obvious that your transaction is about getting around rules, that's the sort of thing that the SEC doesn't like.
April 30, 2015
Senate Finance Passes 529 Reform BillThe bipartisan bill modernizes the treatment of 529 plans in three ways.
April 30, 2015
Fear Fuels Millionaires’ Drive for More Wealth, UBS Survey FindsUBS survey says millennial millionaires feel more pressure to maintain their status than older generations.
April 29, 2015
Best Words, Images for Advisors to Hook Clients: Frank LuntzThe political pollster and corporate language consultant says the simple truth is in this year; certified is out.
April 29, 2015
Investors Increasingly Have More Than One Advisor: Hearts & WalletsAbout a third of investors added a new relationship with a financial services provider last year, according to a report from Hearts & Wallets.
April 28, 2015
Military Retirement Overhaul Calls for DC, DB BlendLawmakers are debating major reforms to the military retirement system, proposing a new system combining the current defined benefit plan with elements of a 401(k).
April 27, 2015
IMCA Launches Online Behavioral Finance ProgramThe program will be delivered by noted behavioral finance experts like Dan Ariely.
April 27, 2015
Online Art Sales Gather Steam Among BuyersGlobal online art and collectible sales platforms took a big leap forward last year as the online art market reached $2.6 billion.