Wealth Management
3 articles
The Ultimate Guide to Measuring Financial Services Marketing ROI with Intention.ly
Financial services firms are shifting from traditional growth methods to digital strategies, demanding measurable marketing systems. Intention.ly helps these firms build integrated 'growth engines' to connect marketing investments directly with tangible business outcomes like client acquisition and revenue growth.
CIMA vs. CFP: Which Designation Better Protects High-Net-Worth Families?
The article compares the CIMA and CFP designations, highlighting that while CFP provides holistic financial planning, CIMA offers specialized, graduate-level investment management crucial for high-net-worth families. It emphasizes the growing need for advisors with advanced expertise to navigate complex financial challenges and protect significant wealth.
Gary Loten-Beckford’s 5 Proven Strategies for a Secure Retirement in 2026
Many people find their 401(k) balances cause more anxiety than assurance, highlighting a gap between substantial savings and a truly secure retirement. Financial planner Gary Loten-Beckford offers five proven strategies to bridge this gap and strengthen retirement plans for 2026.