Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
The Key to Attracting More Female Clients
By John SullivanDrop these lame stereotypes that drive women away, says RegentAtlantics Jane Newton.
September 24, 2013
5 Years On, Americans See Wall St. as ‘Foreign ... a Culture Apart’A new study offers a complex picture of public opinion on the industry that neither fits conventional wisdom nor can fit on a bumper sticker.
September 24, 2013
More Women Step Up as Family CFO, but Gap RemainsWomen are increasingly engaged in family finances, but many still routinely defer to their partners on important financial decisions, Fidelity found.
September 24, 2013
The Wisdom of Doing Nothing: 4 Scenarios for Advisors to ConsiderWe like to think the job of an advisor-owner is to take action, but here are four times when the right action is doing nothing.
September 23, 2013
Does Your Client Want to Divest From Fossil Fuels?Many clients don't like companies that pollute. Dan Kern and HIP Investor lay out the realities of constructing a fossil-free portfolio.
September 23, 2013
Keeping Your Current Clients HappyIts all about meeting their expectations, even if theyre unrealistic, and thats where education comes to the fore.
September 20, 2013
How to Lose Clients and Alienate People on Social MediaAn online connection is not a relationship. In fact, advisors who use social media indiscriminately may alienate clients, a report from The American College warns.
September 19, 2013
Women’s Investment Confidence Lags Their Increasing AffluenceForty-one percent of affluent women in a Wells Fargo survey said they were "not at all" confident in their investing ability.