Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex Portfolios
By Danielle AndrusAlmost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.
March 05, 2015
Half of Parents Say College Savings More Important Than RetirementNearly a third said they were using their 401(k)s to save for their children's college, T. Rowe Price found.
March 05, 2015
Welcome to the World of Online Financial Advisor ReviewsThe SECs decision to let advisors use customer reviews could be extremely beneficial for top-rated advisors bottom lines, as other industries experience has shown.
March 04, 2015
More Asian-Americans Likely to Become AdvisorsThe challenges and benefits of providing financial advice will lead to more Asians becoming advisors, says planner George Dang.
March 04, 2015
Average Retirement Age Leveling OffCultural and structural changes that converged to reverse a century-long decline in labor force participation may have petered out, the Center for Retirement Research says.
March 04, 2015
Janus Readies ETF; Edward Jones Pushes Back Fund RolloutsInvestors can expect a new fixed income fund led by ex-PIMCO chief Bill Gross and equity products from Edward Jones' Bridge Builder brand.
March 04, 2015
The WSJ’s Public Service on Fiduciary Standard: Lifting the VeilThe five arguments made by Journal editors that they got partly wrong, wrong and confused and just plain wrong.
March 04, 2015
The Case Against Fee Disclosure: Good Idea; Bad TimingShould RIAs increase fee disclosures to clients? It's a good idea, but considering the brokerage industry's marketing expertise, now may not be the right time.