Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Test Your CPI-Q
By Alexei BayerNot long ago, telling someone they looked like a million dollars was a compliment. Say it now and they might rush to schedule an emergency...
June 01, 2007
The Prospect of DiscoveryDo you genuinely look forward to the prospect of discovering a great deal about many aspects of your clients' lives? To finding out not just...
June 01, 2007
Focus on ClaymoreHaving launched nine exchange-traded funds over the last few months, Claymore Securities has been one of the busiest ETF issuers of 2007 so far, and...
June 01, 2007
Joy, Fun - Season in the SundBlackBerry-less in the land of grapevines and olive trees -- that's wine connoisseur Peter S. Izzo's idea of a dream vacation. And this July he'll...
June 01, 2007
Why and How to Educate Your Next ClientFrom 1995 to 2004, the Securities Industry Association conducted an annual survey of investor attitudes. According to the 2004 report on the survey: "84 percent think...
June 01, 2007
Moving from the Boiler Room ... to the Living RoomA recent Research magazine cover ("Fee-Based Business," February 2007) displayed a numerical reality check for the financial advice profession regarding the migration toward fee-based practices....
May 30, 2007
Pershing Rolls Out New Managed Account NetworkPershing LLC, a subsidiary of the Bank of New York Company, Inc., has launched Managed Account Network, an innovative, open architecture platform that allows introducing broker-dealer firms to offer t
May 23, 2007
Three Financial Aid Directors FiredOn Monday, May 21, 2007, Columbia University released its financial aid director, David Charlow, after documents became available showing that he promoted a student loan company in which he held a financial stake. Charlow had sent letters to parents and alumni on three occasions praising the lender--Student Loan Xpress.