Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Help Clients Reassess Their Life Insurance Policies
By Howard SharfmanOne reason: Some clients may still list ex-spouses as their primary beneficiaries.
September 16, 2022
Move Now on SEC Marketing Rule Compliance, Pros WarnThe Nov. 4 compliance date for the Securities and Exchange Commission's new Marketing Rule is fast approaching.
September 15, 2022
Retired NHL Player Went From the Ice to InvestmentsJason Platt discusses his career shift after his friend's death, shaping clients' financial plans and dismissing recession fears.
September 15, 2022
How Advisors Can Use UX to Delight ClientsUser experience is a term most commonly applied to website design, but its applications extend much further.
September 13, 2022
Penny Phillips, Dave Welling, Jason Wenk: How to Serve More Clients, BetterThe three CEOs highlight how advisors can embrace change and build trust.
September 12, 2022
Ric Edelman Takes Stake in Financial Planning Engagement PlatformThe latest funding win for Lumiant follows a $3 million investment by strategic investor Savant Wealth Management.
September 12, 2022
Gen Xers Are Worried About Inflation, Skeptical of Advisors: State StreetCurrent market conditions could make now a good time to build trust with these investors, according to State Street Global Advisors.
September 08, 2022
How Advisors Can Help Clients With a Terminal IllnessProper planning done compassionately can save these clients a lot of angst, advisor and physician Carolyn McClanahan says.