Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Consumer Confidence Rises in September, Advisor Confidence Falls
By John SullivanConflicting sentiments over the relative strength of the economy has pundits scratching their heads.
September 25, 2012
What Divorcing Wives Fear MostMore older people--the boomers--are divorcing, and increasingly it's women initiating proceedings. Tips for advisors working with divorcees or those contemplating divorce.
September 25, 2012
Divorce + Recession + Retirement = Oh, My!Markets go up and markets go down is the philosophical view of a financial advisor who participates in attorney Linda Gross collaborative divorce study group.
September 25, 2012
Seeking Wealthy Divorcées as New ClientsIf youre looking for an attractive source of new business, you might consider high-net-worth divorces who arent being well-served by their current advisor.
September 25, 2012
Why More Wives Are Calling It QuitsDr. Susan Brown she suggests that women tend to be more attuned to changes in marital quality.
September 25, 2012
Madame Ex: Advising ‘Gray Divorcees’We all know the clich of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this clich on its head.
September 24, 2012
Top 5 Fiscal Cliff Tips for Advisors: Fi360Fi360s Kathy Stewart offers the basics on how to help spooked clients take action if the Bush tax cuts aren't extended or made permanent.
September 24, 2012
New York Life Gives American College $5M for Ph.D. ProgramThe 12-course Ph.D. program in business administrationthe only one of its kindwill help advisors hone their skills in financial literacy and retirement planning.