Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Osaic Taps Finny for AI-Powered Prospecting Tools
By John ManganaroOsaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals.
January 22, 2026
Flourish Cash Integrates QuickBooks, QuickenThe collaborations address one of the most requested features from Flourish's growing business client base.
January 20, 2026
New SEC Marketing Rule FAQ Tackles Fees, TestimonialsMore FAQs are likely on the way as the industry seeks clarity on the rule, says Valerie Mirko.
January 16, 2026
What Wealth Managers Can Learn From Social Media FinfluencersThe key to social media success is offering emotional support, not product pitches, Storyful's Tara Naughton says.
January 14, 2026
5 Ways Life Insurance and Annuities Fit Into Charitable GivingTo work with high-net-worth clients, learn how to help them support what they love.
January 13, 2026
5 People Dominate Retirement Advice on TikTok, Study ShowsTo counter potential misinformation, financial services firms need to meet people where they are, Storyful's Tara Naughton says.
January 11, 2026
Use FORM to Get People Talking About ThemselvesFind asking nosy questions at parties awkward? This strategy works better.
January 09, 2026
How to Help Clients Avoid Market Panic: MorningstarHuman survival instincts can work against investors in market downturns, a report notes.