Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
LinkedIn Yields Next-Gen Wealth Transfer Clients
By Janet LevauxAdvisors are using LinkedIn to successfully reach younger wealth-management clients, says the National Bank of Canada and Hootsuite.
December 01, 2014
Hussman’s Returns, Like His Forecasts, Are Dismal: AnalysisIf a person can be too smart for his own good, portfolio manager John Hussman may be feeling the agony of high intelligence right now.
November 26, 2014
What Makes Social Media Users Donate to Charity?"Trust the messenger, not the medium" appears to be the motto of charitably inclined social media users, according to the American Red Cross.
November 26, 2014
How Fiduciary Advisors Can Change Wall Street—AgainRon Rog and NAPFA pushed, and the public pulled, big brokerages to adopt an AUM model. The same can be done with a fiduciary standard.
November 25, 2014
How to communicate compliantly with social mediaAdvisors have many questions about social media, how its regulated and whether they even need it.
November 24, 2014
The Day After Veterans DayIll admit it: I didn't know what to write about this month in this magazine where Ive written editor's notes for about 13 years.
November 24, 2014
A Financial Planning Christmas CarolA cautionary tale about the future of this profession. Beware, ghosts abound!
November 24, 2014
African-Americans Invest More Conservatively Than Whites: StudyAfrican-Americans hold fewer stocks and bonds and more real estate, life insurance and CDs, according to Credit Suisse and Brandeis University.