Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
5 Reasons to Blog
By Jean M. GianfagnaIf youre marketing via social media, you really need to be blogging.
June 28, 2012
Puzzling Over Dodd-Frank, Profiting From Social Networks: July Research—SlideshowIn Research magazine's July cover story, Manhattan Institute scholar Nicole Gelinas ennumerates ongoing uncertainties about the landmark legislation's scope and significance. Also in the issue, Ellen Uzelac looks at social media's potential.
June 27, 2012
Seeking Social Media’s PayoffIn less than one year, advisor Elle Kaplans online tribe, as she calls it, has surged from 10 to more than 2,400 Twitter followers. Not coincidentally, a dozen of them have signed on as clients.
June 27, 2012
What Do Wealthy Women Want?Ninety-five percent of UHNW women use advisors, wealth manager Eileen O'Connor said. As their numbers grow, it's worth an advisor's while to crack the code for working with them.
June 26, 2012
Women Are Not a NicheAt a recent Barrons Top Independent Advisors conference, an audience member posed a question to me and my counterparts that seemed like a flashback to the 1970s and 80s.
June 26, 2012
Morgan Stanley Gives Advisors the OK for Twitter, LinkedInThese steps put it ahead of rivals, experts say, when it comes to advisors and the world of social media.
June 26, 2012
And the winner of the next social media jackpot is… (Wired)Analysts do not see the acquisition of firms specializing in social media tools for businesses slowing down.
June 26, 2012
And the winner of the next social media jackpot is… (Wired)Analysts do not see the acquisition of firms specializing in social media tools for businesses slowing down.