Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Stable Value Fund Group Makes Pitch to Risk-Averse Millennials
By Danielle AndrusStable value funds are ideal investments for millennial investors, according to Gina Mitchell, president of the Stable Value Investment Association.
December 05, 2014
SEC Pushes to Test Effectiveness of Investor DisclosuresWe should formulate a plan to incorporate thorough investor testing into as many of our projects as possible, SEC Commissioner Kara Stein said.
December 04, 2014
How to increase sales and leads using LinkedInThe way trust and relationships are built online isnt all that different from the way relationships are built in any other form of sales.
December 04, 2014
GIF + meme = successful viral marketing?There are some things in life that make you stop and laugh so hard that you begin to laugh-cry. This might be one of them.
December 04, 2014
Social media is more than FacebookHow to sell insurance without looking like the cheesy, pushy insurance agent everyone rolls their eyes at? Find out!
December 03, 2014
Why Aren’t CFPs Always Subject to a Fiduciary Standard?The CFP Board's rules on the matter are hard to discern, owing in no small part to essential details appearing separately in three different places.
December 02, 2014
Advisors: Claim your Google+ pageIf youre unfamiliar with Google+, nows a great time to get acquainted. In fact, you may already be on this useful site.
December 02, 2014
House to Vote on Tax Extender Bill by ThursdayThe Tax Increase Prevention Act of 2014 will extend until year-end tax provisions that expired on Dec. 31, 2013.