Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
The Curious Case of the CFP Board and a Double-Dipping CFP
By Bob ClarkAt issue: Can there really be extenuating circumstances to an advisor double dipping?
September 21, 2012
5 Ways to Make LinkedIn Work for YouTips and tools to get the most out of this important resource.
September 20, 2012
Wealthy Investors Prefer Boutiques Over Larger Wall Street Firms: StudyHigh-net-worth investors favor boutique wealth management firms over Wall Street behemoths based on quality, exclusivity, social status and ability to deliver special client experiences, according to a study.
September 20, 2012
Nearly $2.5 Billion Mailed to Madoff VictimsNearly $2.5 billion in checks were mailed Wednesday to victims in the liquidation of Bernard L. Madoff Investment Securities, according to the Securities Investor Protection Corp.
September 19, 2012
Middle-Income Earners in Urgent Need of Advice: SurveyA new joint report by the CFA and Primerica has found that two-thirds of middle-class Americans acknowledge having made financial mistakeswith the average cost being $23,000.
September 19, 2012
Mass Affluent Consumer Is the ‘New Black’Just as fashionistas once declared that pink was the new black, mass affluent consumers are on the verge of overtaking HNW clients as a desirable customer base for retail banks, says HNW Inc.