Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Smith Barney Boosts Results, Lowers Headcount
By Janet LevauxRevenues at Smith Barney grew 27 percent in the fourth quarter of 2007, Citigroup has reported, driven by an 18 percent growth in fee-based and net interest revenues and a 43 percent increase in trans
January 09, 2008
Securities Jobs Weaken, But Just a BitThe December employment report issued on January 4 showed the weakest job growth since August of 2003, with only 18,000 jobs added in the entire non-farm jobs area and unemployment shooting up to 5 pe
January 02, 2008
FSI Elects '08 LeadersThe Atlanta-based Financial Services Institute, or FSI, says the industry group's board of directors has unanimously elected Brian Murphy, chairman of Woodbury Financial Services of Woodbury, Minn., a
January 01, 2008
MDRT membership statistics35,662: Total membership 479: Companies represented 78: Nations and territories represented 12,094: Female members 13,882: Members from the U.S. 21,780: Members from outside the U.S. 4,911: Court of the Table membe
January 01, 2008
Shorting the China BoomA meteoric run-up in Chinese stocks has some investors believing a strong reversal could be in the works. If that happens, now they'll get the...
January 01, 2008
Looking Back -- and AheadAnniversaries are naturally times to reflect on the past. As we complete our 30th year in print this summer, we inaugurate a new monthly feature...
January 01, 2008
Target-Date ETFs: Ahead of Their Time?Traditional mutual funds still rule the $2.5 trillion 401(k) marketplace, but that could soon change. Target-date ETFs have crashed the party. In October, XShares Advisors launched...
January 01, 2008
BGI Broadens Its Global LineBarclays Global Investors (BGI) has introduced eight new iShares international ETFs that provide exposure to Asian shares, emerging markets, various real estate opportunities and small-cap...