Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Ric Edelman Takes Stake in Financial Planning Engagement Platform
By Jeff BermanThe latest funding win for Lumiant follows a $3 million investment by strategic investor Savant Wealth Management.
September 02, 2022
3 Steps to Transitioning Clients to Other AdvisorsWith advisors in short supply, firms must serve more clients with the human resources they have. Here's how.
September 02, 2022
Life Insurance Awareness Month Arrives Amid COVID-19 LullOrganizers hope Roselyn Sánchez, the 2022 spokesperson, will appeal to Hispanic consumers.
August 25, 2022
Free Trading Isn't Free, But We're Still Better OffThere is a perception that shadowy market makers might be "ripping off" investors. But that isn't really true.
August 25, 2022
8 Soft Skills Advisors Need to MasterTo keep clients happy and engaged, advisors often need to think like psychologists.
August 24, 2022
Biden Unveils Plan to Free Students From 'Unsustainable Debt'The president also announced a final four-month extension of the moratorium on student loan repayments.
August 23, 2022
Nearly Half of Plan Sponsors Seeking New Advisors in 2022: FidelityRetirement plan sponsors want more expertise from their advisors and will search for a better experience.
August 23, 2022
Student Loan Relief Seen Costing Billions and Favoring Top EarnersForgiving student loan debt could cost between $300 billion and $980 billion over 10 years, according to Penn Wharton's budget group.