Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
LinkedIn courts advisors as social media use grows
By Joyce HansonFully 63 percent of mass affluent consumers take action after using social media to learn about financial products and services, says a LinkedIn study.
May 02, 2013
My Conversation With Harry Markowitz: MPT and Behavioral EconomicsThe father of modern portfolio theory can still educate and surprise, as in our conversation on how MPT can, and should, work with behavioral finance.
April 30, 2013
Offshore Tax Evaders Taking Big Risk, Former IRS Attorney SaysMany taxpayers, in an effort to avoid onerous penalties and back taxes, are not joining the IRS tax amnesty programs, instead making "quiet disclosures" that could backfire, a former IRS attorney says.
April 30, 2013
Sen. Franken Urges SEC to Ban ‘Unfair’ Arbitration AgreementsSen. Al Franken, D-Minn., told SEC Chairwoman Mary Jo White in a Tuesday letter to act now to prevent Wall Street brokerage firms from forcing investors into unfair arbitration agreements.
April 29, 2013
Boston Marathon Bombing Puts Spotlight on Global Event SponsorshipsDespite terror in Boston, many sponsors, including financial firms and insurance companies, remain committed to marathons, an industry that's become increasingly global.
April 29, 2013
Pledging to CareThe Pledge to Care helps establish an understanding among family members about why and how they will approach managing an elderly parents financial affairs, should it be necessary.
April 29, 2013
The Future of FAs & ITThe broker-dealer industry is going through a less-than-wonderful transition to a more automated and tech-connected world, according to many experts and insiders at TechLeaders 2013, a B-2-B conference. The annual conference, held each spring in the greater Dallas area, drew about 150 professionals. The event highlighted the multiple challenges faced...
April 29, 2013
When Older Clients Falter: Mary Malgoire on Advisors’ RoleAdvisors may be the first to see signs of mental decline in older clients. Mary Malgoire, founder of The Family Firm, an advisory firm in Bethesda, Md., has given this issue a great deal of thought.