Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
IPI Survey Finds Ultra Wealthy Quickly Adopt Online Media
By Michael S. FischerUltra-wealthy investors have been quick to adopt technology, sometimes with unexpected consequences for the wealth management firms that advise them, the Institute for Private Investors (IPI) said in a statement on Monday, June 21.
June 10, 2010
Claymore Securities Launches 7 ETFs That Track Firm's BulletSharesClaymore Securities is launching a group of seven ETFs that track the firm's BulletShares corporate bond indices, Claymore announced in a Wednesday, June 9, release.
June 10, 2010
Alternative Investment Professionals Embrace Social Media Tools, Study FindsAlternative investment professionals understand the power of social media and are embracing it as a communications, research and productivity tool in both the workplace and...
June 10, 2010
Mintel: Many Agents Use Social Media For SocializingOnly about half of the independent life agents who use social media sites say they use the sites for business.
June 10, 2010
Alternative Investment Professionals Embrace Social Media Tools, Study FindsAlternative investment professionals understand the power of social media and are embracing it as a communications, research and productivity tool, according to a new Horizon Cash Management survey released May 24.
June 09, 2010
Mintel: Many Agents Use Social Media For SocializingOnly about half of the independent life agents who use social media sites say they use the sites for business.
June 08, 2010
FCIC Subpoenas Goldman Sachs & Co.The Fraud Enforcement and Recovery Act of 2009 gives FCIC power to compel Goldman Sachs to produce missing witnesses and documents.
June 03, 2010
81% of Annuity Consumers Want Living Benefit Guarantees, IRI Report ShowsMore than 81% of U.S. consumers in the variable annuity market wanted a lifetime guarantee of income, the Insured Retirement Institute (IRI) reported in a study released Thursday, June 3.