Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Why Now Is a Good Time to Review Clients' Charitable Giving Strategies, Especially Private Foundations
By Gavin Morrissey, Gavin MorrisseyGavin Morrissey finds it understandable that clients would want to reduce their charitable giving in difficult times.
October 12, 2009
"I Made a Terrible Mistake...!"This is what Bernard L. Madoff said when he was sentenced to 150 years imprisonment. His self delusion must have been infectious because the list of other players who also made terrible mistakes in this epic financial tragedy grows longer each day.
October 08, 2009
The Fiduciary IssueIn a Wealth Manager Webinar, SIFMA's Kevin Carroll and The Committee for the Fiduciary Standard's Knut A. Rostad discuss the differences between SIFMA's proposed "federal fiduciary standard" and the "authentic fiduciary standard."
October 06, 2009
Increased Opportunities in the Emerging MarketsIndiscriminate selling may have done just that--but are the risks reasonable?
October 05, 2009
Stronger Language in Investor Protection Bill may Help "Aunt Millie"Rep. Paul E. Kanjorski (D-PA), aims to make investing better for individual investors--like "Aunt Millie"--who was mentioned by SEC Commissioner Elisse Walter in a speech in May.
October 05, 2009
The Case For Using Social MediaCommunicating with clients and reaching new prospects is critical for maintaining and growing your business.
October 04, 2009
The Case For Using Social MediaCommunicating with clients and reaching new prospects is critical for maintaining and growing your business.
October 02, 2009
Exclusive WM Interview with Economist Robert ShillerOne of the economists whose theories are enjoying something of a renaissance is John Maynard Keynes, and his theory that economics is driven by human psychology.