Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Ave Maria Funds Deliver Heavenly Returns
By John SullivanLou Holtz, Larry Kudlow, Phyllis Schlafly and Michael Novak are just a few of the firm's advisory board members.
June 26, 2013
High Court Bolsters Gay Marriage, but Financial Planning Hurdles RemainWhile financial planning for same-sex married couples just got easier with the Supreme Courts overturning of the Defense of Marriage Act on Wednesday, advisors and attorneys say lots of same-sex financial planning issues remain unresolved.
June 26, 2013
Your Clients and Their Children: Solutions to Joint Bank AccountsHere are three less risky, more efficient solutions to an aging parent's wish to make bank accounts into joint accounts with their children.
June 25, 2013
Servicemembers, Civilians Less Worried About EconomyCivilians and servicemembers alike are growing less concerned with the state of the economy, according to the First Command Financial Behaviors Index.
June 25, 2013
Help for NFL Players Suddenly Rich or Suddenly RetiredThe online financial education partnership with Financial Finesse, begun in 2009, now allows current and former players to get unbiased guidance by phone from Financial Finesse CFPs.
June 25, 2013
Congress Will Punt Student Loan Rate Fix to CFPB: Washington AnalysisAnalysts at Washington Analysis said Monday that they believed Congress will not move forward with legislation aimed at private student loans. Rather, they expect the CFPB will eventually develop private student loan servicing standards.
June 25, 2013
Financial Coaching Leads to Higher Credit Scores, More SavingsNew research suggests that financial coaching can help low- and middle-income families in a lasting way.
June 25, 2013
Supreme Court Backs Mandatory Arbitration; NASAA Calls for ActionAfter the decision, which backed American Express' right to bar class-action suits, Congress must "restore some vestige of consumer protection," NASAA's Heath Abshure said.