Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
SEC Gives Green Light for Public Companies to Use Social Media
By Marcy GordonThe SEC will allow public companies to make significant announcements on Facebook, Twitter and other social media provided they alert investors which sites they intend to use.
April 01, 2013
Portfolios, Planning and the Pursuit of PerfectionA look at how advisors can do a better job at giving clients what they really want from a financial advisor.
April 01, 2013
Price Forecasts in the Media: a Lousy Way to InvestI often hear advisors say their clients are contrarian indicators, Richard Peterson of MarketPsych says, warning advisors to calm clients' primal buying and selling urges.
March 29, 2013
Best and Worst States for Savings AccountsSurprisingly, states with high unemployment and dire fiscal situations fared well.
March 29, 2013
H.D. Vest Picks a Compliance-Friendly Social Media PlatformGuess which compliant and secure social media platform H.D. Vest chose for its 4,600 advisors after a year of research?
March 28, 2013
Attracting Women: Pershing, Fidelity Help Advisors Give Female Clients What They WantThe trend toward learning how to better talk and listen is a reminder to advisors, the majority of whom are male, that women communicate differently from men.
March 28, 2013
6 Stages of Behavioral Change, Pt. 2: When Clients Don’t Follow Your AdviceWhose fault is it when clients fail to follow your advice? Maybe its time for better training.
March 28, 2013
Black Caucus Members Balk at DOL Fiduciary RuleThe Congressional Black Caucus is warning the DOL that its plan to extend ERISAs fiduciary standard to IRAs will hurt African-American savers.