Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Thain Is New CEO of Merrill Lynch
By Janet LevauxMerrill Lynch says it hired former NYSE Euronext CEO John Thain to replace the brokerage firm's ex-CEO and chairman, Stan O'Neal, who "retired" on October 30, six days after the firm announced a write
November 01, 2007
First Republic Bank Now Part of MerrillMerrill Lynch has completed the merger of First Republic Bank, which is now part of Merrill Lynch Bank & Trust. First Republic, a private banking...
November 01, 2007
Pershing Taps Tibergien; LPL Expands RelationshipPershing, a Jersey City, N.J.-based unit of the Bank of New York Mellon, has turned to industry consultant Mark Tibergien, formerly of Moss Adams in...
November 01, 2007
New Farm, REIT FundsVan Eck Global has introduced the Market Vectors Agribusiness ETF (MOO), which tracks the DAXglobal Agribusiness index -- itself comprising 40 ADRs and common stocks...
November 01, 2007
Can Funds Own ETFs?The SEC has granted Power-Shares exemptive relief that allows mutual funds to invest a greater portion of their assets in the company's exchange-traded funds (ETFs). According...
November 01, 2007
Intoducing the ELEMENTSFour of the world's leading financial organizations have teamed up to launch a new series of exchange-traded notes (ETNs) called ELEMENTS. The first product is linked...
November 01, 2007
Securities Jobs Finally Take a HitThe overall financial services sector made headline news with jobs falling by 14,000 for two months in a row (August and September), mainly as a...
November 01, 2007
Brain TrustImagine picking the brains of more than a dozen top-notch financial advisors on the key issue for most clients: retirement. That's exactly what Lyn Fisher...