Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Beware High-Speed Trading’s Hidden Cost: Seawright
By Gil WeinreichLike insider trading, high-frequency trading uses an unfair information advantage against ordinary investors, says broker-dealer CIO Bob Seawright, and the damage is hard to see.
March 28, 2014
Visual Tools Help Clients Make Complex DecisionsBut its easy to introduce bias, Anya Savikhin Samek of the University of Wisconsin-Madison says, so finding the right visual tool is important.
March 28, 2014
No, Asset-Based Fees Don’t Make Any Sense"Better than commissions" isn't an adequate defense of the AUM model. There are many advisors who prove that a retainer or hourly fee model works.
March 27, 2014
Top 4 Reasons Clients Leave AdvisorsVanguard-Spectrem study on what the affluent expect from their advisors finds four missteps that would prompt clients to switch advisors.
March 27, 2014
8 Key Tips to Keep HNW Clients Happy"Working with affluent people and the complex situations they bring is where it gets really fun, says Andrea Blackwelder of Wisdom Wealth Strategies.
March 26, 2014
Millennials Aren’t Risk Takers or SaversResearch released in March by the FINRA Foundation found risk-taking falls with age, contrary to recent surveys that have found millennials to be as conservative as their grandparents.
March 24, 2014
Nearly Half of Investors Can’t Find Their Advisors on Social MediaMost investors use social media, but many say they have trouble connecting with their financial advisors, a Finect survey found.
March 21, 2014
Are you drowning in distractions?All day long, distractions tug at you and threaten to pull you under. But with a few simple techniques you can keep your head above water.