Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
How Charities Persuade Donors to Give Big
By Marlene Y. SatterThere are six common motivators that prompt large donations, said the director of Bolder Giving in a webinar sponsored by The Chronicle of Philanthropy.
July 24, 2012
Sail Over These 4 Social Media ObstaclesIf any of these hurdles are sidelining you, its time you took steps to overcome them.
July 23, 2012
Planning Betters Financial Health at All Income Levels: StudyPeople with a financial plan are more likely to report themselves as living comfortablyeven if they are in lower income brackets, according to a survey from the Consumer Federation of America and the CFP Board.
July 23, 2012
European Crisis Biggest Factor When Advising Clients: SurveysAdvisors polled in recent studies by kasina and OppenheimerFunds agreed that the debt crisis in Europe is having the biggest impact on the advice they give to clients.
July 23, 2012
Millionaires’ Outlook Reaches 5-Year High: FidelityHow millionaires achieved their wealth, as well as their financial outlook and goals, influences their investment behaviors, according to a study by Fidelity Investments.
July 20, 2012
Wealthy Investors Adopting Mobile TechnologyWealthy investors are taking up social media and mobile technology in increasing numbers, the Spectrem Group found in a survey released Thursday.
July 20, 2012
Nearly 3 in 10 Mass Affluent Investors Use a Tablet Device to Correspond with AdvisorsThe report also reveals that 33% of mass affluent investors use a smartphone, such as an iPhone or Android-based phone, to correspond with their financial advisor or provider.
July 20, 2012
Genworth Wealth Adds 4 Strategists, 8 StrategiesI call it the happy meal, says Genworth Wealth Management President and CEO Gurinder Ahluwalia of the firm's simplified menu of portfolio strategies for indie advisors.