Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Final Days to Nominate for the 2025 Luminaries Awards
By Janet LevauxSubmit a nomination for ThinkAdvisor's 2025 Awards before the deadline on Aug. 11. There's no cost to participate.
August 05, 2025
Retirement Readiness Fell in Q1, Life Insurer Group SaysThe ACLI's overall middle-class financial well-being index was close to the historical average.
July 30, 2025
NASAA Seeks to Loosen State Rules on TestimonialsUnlike the SEC's Marketing Rule, NASAA model rules explicitly prohibit testimonials, endorsements and third-party ratings.
July 28, 2025
7 Ways Advisors Stand Out as ProfessionalsWith significant education, training and accountability, wealth managers are more than just salespeople.
July 11, 2025
Older Men Are Doing This One Unexpected ThingMany older women are doing the same, according to new MIB Group life insurance application activity data.
July 11, 2025
7 Ways to Answer 'How Much Do You Charge?'Advisors help clients plan for financial independence yet are often given pushback on fees.
July 08, 2025
How to Help Clients Through a SetbackEveryone wants to be around when life goes smoothly. Advisors can make a real difference in difficult times.
July 02, 2025
State Street Global Advisors Has a New NameThe rebranding emphasizes "investing in our clients as they invest in the markets," CEO Yie-Hsin Hung says.