Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Improve Your Post-Meeting Efficiency
By Simon ReillySeven tips to handle client notes after your meetings.
March 06, 2012
In Defense of Social MediaYou may think social media is not worth your time and effort. Think again.
March 05, 2012
Social Security Secret: Advisor’s Dogged Pursuit Bears Fruit for ClientsHow Evensky Katz advisor Brett Horowitz pursued answers from the Social Security Administration to confirm a little-known filing procedure that greatly benefits recipients.
March 05, 2012
Happy? Afraid? Generous? United Capital’s Money Mind Analyzer Figures You OutUnited Capital may not officially be in the marriage guidance business, but considering the private wealth firm’s latest venture, it has a nice sideline in couples counseling.
March 05, 2012
IRS’ Top 12 Tax Law Changes for 2012Although the current tax law situation can probably reasonably be compared to a liquid rather than a solid, since at least in the minds of legislators it is quite fluid, the IRS has compiled a list of changes governing how youll pay your taxes this year.
March 02, 2012
Brookstreet CEO Fined $10 Million for Selling Risky CMOs to SeniorsA federal judge has ordered the former CEO of Brookstreet Securities to pay a $10 million penalty for selling risky and illiquid collateralized mortgage obligations to seniors during the financial crisis.