Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Take Back the Pie
By Bill GoodLast month, I reviewed one of the few books by financial advisors on investing. This was Investing on Autopilot by Robert S. Cable. This month,...
November 06, 2007
Tech Bits: BenefitPoint, Wealth Management SystemsTwo benefits administration firms have agreed to sell their services through the Web-based Aptus benefits sales system.BenefitPoint Inc., Boulder, Colo., a unit of Vertafore Inc., ...
November 01, 2007
Thain Is New CEO of Merrill LynchMerrill 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
O'NEAL RESIGNS AS CEO; WHAT'S NEXT FOR MERRILL?Merrill Lynch Chairman and CEO Stan O'Neal's retired on October 30, six days after the firm announced a write-down of some $8 billion due to its mortgage-related holdings; that amount represents about
November 01, 2007
Smith Barney Shares New '08 Comp PlanSmith Barney started the year with the return of Sallie Krawcheck. The re-tapped head of Citigroup's global wealth management divisions pledged to focus on several...
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...