Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Thrivent Puts Values at Its Core — and It's Hiring Advisors
By Jane Wollman RusoffCEO Teresa Rasmussen tells ThinkAdvisor what Thivent looks for in advisors and why clients are proud of the brand.
March 24, 2025
How Morgan Stanley Is Optimizing AI for Client GrowthThe firm's latest AI tool, Debrief, summarizes client meetings. Tech chief Sal Cucchiara tells ThinkAdvisor what's next.
March 21, 2025
3 Ways to Improve Client RetentionAt their best, advisors recognize that success hinges on understanding clients and connecting on a deep, personal level.
March 20, 2025
SEC Releases New Marketing Rule FAQs on PerformanceThe updated guidance answers questions on advertising extracted performance and portfolio characteristics like Sharpe ratios and yields.
March 14, 2025
Josh Brown Backs AI-Based Prospecting PlatformAs an investor and advisory board member, Brown will dhelp to steer Finny’s product roadmap.
March 13, 2025
Why Investors Might Switch Advisors, and Other InsightsDon’t miss ThinkAdvisor’s upcoming webcast on the results of Orion’s 2025 Wealthtech Survey and inaugural investor survey.
March 12, 2025
Your Firm Was Taken Over! Now What?While change is inevitable, advisors need to be patient. Here are eight steps to consider.
March 12, 2025
How to Avoid Lawsuits When Switching FirmsThe rules are simple, but it's vital to follow them exactly, lawyers Brian Carlis and Scott Unger say.