Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Stop Checking Your Retirement Portfolio So Often: Columbia Study
By Danielle AndrusTo improve returns, advisors should help retirement clients build an appropriate portfolio and then "encourage them to be inattentive," a Columbia professor says.
January 08, 2015
Time to Reform FINRA: Mercatus PaperA paper from the Mercatus Center's Hester Peirce argues that FINRA exhibits a troubling independence from government, industry and the public.
January 04, 2015
Facebook’s news feed update, Part 2Facebooks news feed is changing to discourage overly promotional posts. Here are some things to consider.
December 30, 2014
Has the Consumer Media Gotten the Fiduciary Message?If some recent articles in The New York Times and Forbes are any indication, 2015 might become the year of "fiduciary-only."
December 28, 2014
Facebook’s news feed update, Part 1Facebooks news feed is changing to discourage overly promotional posts. Here are some things to consider.
December 25, 2014
Congress’ Call for SEC to Shift Resources: Dangerous GambitThe implication is that the SEC has got all its other areas of responsibility so well under control that it ought to cut back there to keep a better eye on those rascally RIAs.
December 24, 2014
Faith-Based Advisor Group Requires a Real CommitmentGaining a Qualified Kingdom Advisor designation isnt for advisors who just want to put a fish on their business card, says Rob West.
December 24, 2014
The Real Value of an Advisor: 'Risk' and 'Managing'Are your conversations with your clients about the 2014 markets different than in 2008-2009? We focus on helping clients understand what we mean by risk and managing.