Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
BGI Broadens Global Line
By Staff WriterBarclays 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...
January 01, 2008
Feeling Great About '08Years ending in 8, like 2008, are good stock market years. Only years ending in 5 have been able to beat years ending in 8....
January 01, 2008
New Year's DelusionsHere we go again... another brand new year. Along with a new number to forget to write on our checks, there are many positive things...
January 01, 2008
Pandit Tapped for Citi's CEO SlotCitigroup says Vikram Pandit, 50, is the company's new chief executive officer and member of the board of directors, effective December 11, 2007. Sir Win...
January 01, 2008
James Gorman Moves Up, as Zoe Cruz Bows OutAs of December 1, wealth-management head James Gorman, 49, and Morgan Stanley International chief Walid Chammah, 53, are co-presidents. They replace "retiring" co-president Zoe Cruz...
January 01, 2008
Thain Tapped as Merrill's New CEOMerrill Lynch is now led by John A. Thain, 52, the former chief executive officer, director and member of the management committeee of NYSE Euronext...
January 01, 2008
Finding TimeMany top performers attend strategic leadership programs or work with a coach or mentor. Those who fail to fully implement what they've been taught frequently...
January 01, 2008
Connecting with Clients: "The Elements of Persuasion" by Richard Maxwell and Robert DickmanI recently attended a conference spending two days in a windowless room listening to PowerPoint presentation after PowerPoint presentation. On the plane ride home, I...