Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
As Wire Fraud Claims Rise, Advisors May Find They Aren’t Properly Insured
By Brian FrancetichAn advisory firm needs to protect itself to ensure that it isn’t on the hook for these liabilities.
January 15, 2025
Consumers Report Citi App Outage, Credit Card IssuesCustomers said Citi's app was down, and some said they couldn't use their credit cards.
January 15, 2025
Mind the Generational GapA software CEO has ideas about how insurers can navigate the Great Wealth Transfer.
January 14, 2025
Advisor360 Acquires Generative AI Tech DeveloperThe acquisition of Boston-based Parrot AI enables advisors to record, transcribe and summarize meetings.
January 13, 2025
Schwab, 11 Other Firms to Pay $63M in SEC Texting CrackdownEmployees used personal devices to communicate internally and externally by text messages, the SEC said.
January 13, 2025
The 4 Types of Prospects and How to Sell to ThemLongtime sales consultant Nancy Bleeke Noel tells ThinkAdvisor the keys to overcoming objections and adding clients.
January 13, 2025
Morningstar Rolls Out Advisor Software SuiteDirect Advisory Suite aims to streamline such tasks as conducting research, generating client proposals and building portfolios.
January 13, 2025
New Focus Financial Partners Brand Spotlights ‘Hub’ StrategyThe architecture for the firm's advisory hubs, under the name Focus Partners, includes a redesigned website and logo.