Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
LPL Grabs $175M Team From SagePoint
By Janet LevauxThe 19-member group is based in Southern California and focuses on boomers, as well as members of Gen X and Y.
October 23, 2012
Legendary Bear Shilling Full of ‘Bull’—on Investment AdvisorsIn a pleasant surprise, Shilling, known best for his bearish take on markets and economies, has a few sectors he actually likesincluding the investment advice and financial planning sector.
October 22, 2012
Where the Clients Are: FacebookAlmost three-quarters of DC plan participants use Facebook, Spectrem foundand usage varies only slightly by age.
October 22, 2012
CFPB Proposes to Ease Credit Card Access for Stay-at-Home SpousesThe bureau's fix would clarify a CARD Act rule that is intended to protect college students but has ensnared non-income-earning spouses and partners.
October 19, 2012
13 Vital Steps to Insure HNW Clients’ Retirement WealthAre your wealthy clients leaving personal insurance policies largely untouched for years on end? They could face lifestyle-changing losses and unnecessarily high annual expenses, according to ACE Private Risk Services.
October 18, 2012
Best and Worst 529 College Plans for 2012: MorningstarWhats striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008and seven of the 27 medalists are advisor-sold.
October 18, 2012
Big Bird and binders: Election memes explainedIf you've been on Facebook recently, you've heard the term "binders" bandied about. A lot.
October 17, 2012
The secret to mobile branding: Make it funBranded characters like the Aflac duck and the Geico gecko helped the insurance industry relate to a younger market. Now, here's the next step.