Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Investors Cap Boosts Results
By Janet LevauxInvestors Capital Holdings of Lynnfield, Mass., which includes some 700-plus financial advisors, says it had revenues of more than $23 million in its fiscal third quarter ended December 31, 2007, an i
February 01, 2008
Lincoln Sells Charlotte StationsLincoln National Corp. has completed the previously announced sale of 3 Charlotte, N.C., radio stations to Greater Media Inc.Greater Media, Braintree, Mass., paid about $100 ...
February 01, 2008
Love Is in the AirNo month shouts "LOVE" like February. If you happen to sell roses, or your last name is Hallmark, you know what I'm talking about. The...
February 01, 2008
Bad News for Currency ETNsThe tax advantage of exchange-traded notes (ETNs) linked to currencies has evaporated and the status of notes linked to commodities and stocks remains in limbo. In...
February 01, 2008
XShares and RPG Target 401(k) PlansXShares Advisors, sponsors of the TDAX, Adelante and HealthShares ETF families, has entered into a strategic partnership with retirement plan services vendor RPG Consultants in...
February 01, 2008
Are Active ETFs on the Horizon?According to a late November SEC filing, PowerShares Capital Management could be gearing up to launch four actively managed exchange-traded funds:o PowerShares Active AlphaQ Fundo...
February 01, 2008
Year of the Bond ETFWith so much happening in all directions, last year was insane for the ETF industry, even in relatively staid areas like fixed-income. The number of...
February 01, 2008
Presidents DayThe vast majority of readers probably remember the February of their primary school years as a time to recall the greatness of George Washington, whose...