Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Pension Protection Act Gives Advisors Another Way to Move Upstream in DC Plans
By Staff WriterThe Pension Protection Act (PPA) passed in September 2006 validates the growing conviction that advice is the critical success factor in helping workers achieve a financially secure retirement. As a
July 01, 2007
Russia ETF Begins TradingAlthough there is growing tension between Russia and the European Union as well as the U.S. government, the first ETF to track Russia stocks has...
July 01, 2007
Commodities Garner RespectIf soaring commodity prices haven't caught your attention, maybe the rising number of exchange-traded products tracking them has. Halfway through the second quarter of 2007,...
July 01, 2007
The 22 Dimensions of an InvestorMy request to you for your best profiling questions was a homerun both for me and hopefully for you. I learned a tremendous amount about...
July 01, 2007
Textbook CaseLewis J. Altfest, one of the most quoted financial planners in the industry, has written what many consider to be the ultimate text on financial...
July 01, 2007
Job Growth Still on the Up & UpJob Growth Still on the Up and UpAccording to Jeff Testerman, vice president of sales for www.BrokerHunter.com in Atlanta, the industry has seen a welcome...
July 01, 2007
Barclays Launches REIT ETFsDespite cooling market performance for real estate investment trusts (REITs), more exchange-traded funds tracking the sector's underlying assets have been introduced. Barclays Global Investors (BGI) added...
July 01, 2007
XTF Strikes Variable Universal Life DealExchange-traded funds are showing up in new places. Life insurance companies are now incorporating ETF solutions as sub-account investment options in both variable life and...