Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Luminaries 2024 Nominations Are Now Open
By Janet LevauxOur expanded recognition program will accept nominations until July 17. There's no cost to participate.
June 10, 2024
Focus Financial Names New COO, 3 More New ExecsThe news comes a few months after Focus named Michael Nathanson as CEO amid a broader leadership reshuffle.
June 06, 2024
Pershing X Updates Wealth Management PlatformThe features, including an interconnected client portal, were revealed at the firm's annual financial advisory conference.
June 06, 2024
JPMorgan Wealth Unit Adds Execs From UBS and FidelityJane Bailey is now CFO of the business, while Jennifer Barrett leads content and communications.
June 06, 2024
Meta's WhatsApp Is Adding a New AI Assistant for BusinessesNew features could help businesses connect with clients, answer questions, and sell goods and services via chat.
June 06, 2024
SEC Hit With Lawsuit Over Texting SweepA trade group says the SEC was unclear on how penalties were calculated and why it targeted certain firms.
June 03, 2024
The 4 Client Segments Driving Advisors' Future GrowthThese groups have varying views on professional advice but share the same top financial goal, State Street finds.
June 03, 2024
12 Ways to Nudge Clients to CommitAdvisors need to create a sense of urgency, while prospects need to be presented with the best options.