Adapting advisers’ marketing to a new era
New regulations and the changing technological and media landscape raise many vexing and interrelated questions for advisers, their firms and the investing public.
To those old enough to remember when communications concerning investments and personal finance were expected to be serious, the notion that enormous numbers of people would seek out humorous, fast-paced 60-second videos on the subjects seems implausible. Yet as InvestmentNews’ Nicole Casperson re
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