Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Kitces on the Top 3 Topics for Advisors in 2013—Topic 3: Obamacare
By Michael E. KitcesThis year may mark the beginning of a permanent change in separating employment from health insurance. Why this development in health exchanges holds major implications for you and your clients.
January 08, 2013
Google exec Schmidt joins private group’s visit to North KoreaThe private delegation is intent on making the trek without the blessing of the U.S. State Department.
January 08, 2013
Kitces on Top 3 Topics for Advisors in 2013—Topic 2: TabletsMany advisors already have tablets, but as prices decline and more clients get the devices, and as advisor-specific applications are introduced, advisors will face a new challenge.
January 07, 2013
Top 10 States With Most & Fewest Millionaires: 2012Rankings by Phoenix Global Wealth Monitor show some surprising findings on which states have the most millionaires.
January 03, 2013
Big Boost to 401(k) Roth Conversions in Fiscal Cliff DealThe last-minute deal by Congress to avoid the fiscal cliff contains a new option for workers saving for retirement.
January 03, 2013
Fiscal Cliff Deal Extends Tax Break for ‘Underwater’ HomeownersThe fiscal cliff deal extends the Mortgage Forgiveness Tax Relief Act for one more year, stopping the IRS from taxing mortgage forgiveness as income in the case of a short sale, refinancing or foreclosure.
January 02, 2013
Forget Zero-Sum: Much of Life and Economics Is Win/WinIf our legislators and regulators realized this, we would all be much better off.
January 01, 2013
How Advisors Can Increase Their Odds of Success in 2013: CommitWhether the goal is increased prospecting, better client service or a CFP designation, the trouble advisors run into is not an inability to frame a worthy goal, its the ease of getting out of it.