Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Get Tweeting With These 35 Hashtags
By Amy McIlwainA helpful list of Twitter hashtags to get the conversation started.
July 12, 2012
BDs Beware: Social Media Privacy Laws May Conflict With FINRA RulesLegislation that limits access to social media information may pose significant challenges for a large number of broker-dealers, lawyers from Sutherland Asbill & Brennan wrote in a Law360 article.
July 11, 2012
4 Ways to Get Started with Social MediaSocial media can be scary, but the best way to learn is to jump in from a consumer standpoint.
July 11, 2012
4 Ways to Get Started with Social MediaSocial media can be scary, but the best way to learn is to jump in from a consumer standpoint.
July 10, 2012
The Times Editorial, Fiduciary Duty and the Levitt RuleWhat is unethical? Not a broker-dealer that sells proprietary product, but one that just meets fair-dealing suitability rules while simultaneously telling investors that We always place our clients first.
July 10, 2012
LPL Unit Buys Veritat, Aims to Bring Financial Planning to MassesIn a rare combination of brains and brawn, LPLs NestWise has acquired Veritat Advisors, the brainchild of Wharton professor Kent Smetters, aiming to extend its reach to 32 million households.
July 10, 2012
5 super costly divorces of the rich and famous (AdvisorOne)Prenuptial agreements have been around in the United States since the late 19th century, but their use really picked up with the advent of the celebrity marriage.