Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Clifford Jack
By David MacchiaDavid Macchia: Over time, the executive leadership in insurance has increasingly been comprised of individuals who have no sales background. I've always believed that experience...
April 17, 2008
Merrill Posts Loss, Shares FA DataAfter posting a net loss and write-downs of additional $6.5 billion in the first quarter of 2008, Merrill Lynch says it is cutting some 3,000 jobs - but that plan leaves its 16,000 financial advisors
April 01, 2008
Merrill Outlines Growth, Names CAO and Explains $60 Million ChargeMerrill Lynch President and COO Greg Fleming has made quite a bullish case for the company's global wealth management operations. In a presentation during the...
April 01, 2008
Specialized Gold Notes LaunchedDeutsche Bank has issued three specialized exchange-traded notes (ETNs) linked to gold. The DB Gold Double Long ETN (DGP) aims to provide double monthly upside...
April 01, 2008
Greenhaven Tracks ReutersAs the interest in commodity investments grows, ETF providers are trying to meet that demand. The Greenhaven Continuous Commodity Index Fund (GCC) is the latest...
April 01, 2008
The Other Half of the Indexing DebateOver the past few years, investors have been entertained by the mudslinging between two distinct camps of index investing: traditional indexers vs. fundamental indexers. The first...
April 01, 2008
Munibond ETFs Are Screaming OpportunityWhen was the last time municipal bond yields were higher than those of U.S. Treasury bonds? As of March 5, the SPDR Lehman Municipal Bond ETF...
April 01, 2008
Swami MarketingJust the other day, I visited a friend of mine at his office. While I was waiting in the lobby, I happened to pick up...