Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Go Social, Stay Compliant: 3 Tips for Advisors
By Hardeep Walia, Clara ShihFar from fearing social media, advisors should embrace it if they want to attract younger HNW clients. Here are three essential tips for staying compliant while being social.
July 18, 2013
Raymond James Gives Advisors Access to New Social Media PlatformFinancial advisors are transitioning to the social media marketing and compliance platform Hearsay Social over the next month or so, the broker-dealer says.
July 18, 2013
The Modern Family Advisor: What the Repeal of DOMA Could Mean for Clients and Your PracticeThe legal and financial world has been changed for same-sex couples, and the implications for advisors in guiding those couples are nearly as dramatic.
July 17, 2013
Expat Americans, Foreign Banks Heave Under IRS PressureFATCA, newly delayed until July 2014, will require foreign financial institutions to report on U.S. citizens holdings or pay a steep withholding tax.
July 17, 2013
Debunking Time: Fiduciary Duty Would be Good for (a Broker's) BusinessThe Financial Planning Coalitions letter to the SEC debunks the securities industrys current main objection that a fiduciary standard would cost too much for brokers.
July 16, 2013
The social media bubble is quietly deflatingWill social media have a lifespan shorter than 140 characters?
July 16, 2013
The social media bubble is quietly deflatingWill social media have a lifespan shorter than 140 characters?
July 15, 2013
Want to Sell Your Practice With No Transaction Fee?A new website, run by recruiter Phillip Flakes, offers free listings to sellers and charges a subscription fee to buyers.