Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Mercer Data Study Shows DC Participants Fare Better With Automated Plan Features
By Joyce HansonDefined contribution plan participants who used automatic rebalancing and deferral increase saw greater balance increases, by as much as 26%, according to a Mercer study.
July 07, 2010
NAPFA Elects New Board Members; Two Organization Veterans Return to Leadership RolesThe National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.
July 05, 2010
As Advisors Use Facebook and Twitter More, Compliance Concerns LoomSocial media have evolved to include marketing, branding, corporate communications of all kinds, and customer relations.
July 05, 2010
Whiskey to the (Pension) RescueCompany to use Johnnie Walker to fill $645 million retirement shortfall. Talk about liquid assets...
July 01, 2010
Olivia's Advice on Succession PlanningMany financial advisors resist developing a succession plan because of our individual (and societal) reluctance to deal with death and disability. It's easier to say...
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
July 01, 2010
Reclaiming American IndependenceIn a startling briefing to trade union chiefs in Europe in June, EU President Jose Manuel Barroso reportedly warned of a possible collapse of democracy...