Marketing

Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept of connecting directly with clients and prospects on a human level hasn't changed.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.

Industry watchdogs stayed busy trying to root out elder fraud and off-channel communications while plaintiffs lawyers' questioned firms' sweeps policies and regulators' basic authority.

By effectively redesigning their websites, firms can target prospects who may already be searching for the services they provide.

LinkedIn still rules for professionals, and newer platforms like Bluesky are on the rise. But is social media even worth the effort for advisors these days?

The bulk of the haul came from the bankrupt crypto company Terraform Labs. But Morgan Stanley, LPL Financial, Ameriprise and other big firms also came under scrutiny.

Regulators say Invesco felt pressure to overstate its investment support for environmental, social and governance causes for fear that hundreds of billions in AUM would walk out the door.

Properly "priming" AI models takes effort but can ultimately free up financial advisors to perform higher-value tasks.

The revamped digital campaign, "Quite Possibly the Perfect Job," features new versions of static ads that appear on social media.

The CFP Board of Standards' new "Quite Possibly the Perfect Job" digital campaign targets college and college-bound high school students. Many professionals felt the ads, which depict young people doing anything but working, "missed the mark."