Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Can Funds Own ETFs?
By Staff WriterThe 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
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...
November 01, 2007
I Can Do ThatHaving frolicked in the financial services playground for the past 20 years, every now and then I come across the ambitious young buck who knows...
November 01, 2007
Dow Jones/Barron's Launch BenchmarkDow Jones Indexes and Barron's have unveiled the Barron's 400 index, which tracks the performance of highly liquid U.S. stocks, highlighting America's most promising companies...
November 01, 2007
Muni ETFs Lock HornsInvestors searching for tax-exempt income do not have just one new place to look in the ETF marketplace, but two. In September, Barclays Global Investors launched...
November 01, 2007
Edward Jones in 2007: 'A Very Good Year'Edward Jones continues to stay at the top of the customer and financial advisor satisfaction charts. But with Wachovia's plans to consolidate its brokerage business...
November 01, 2007
What Alternatives Do Advisors Have?For the second consecutive year, Morningstar and Research have surveyed advisors nationwide on their perception of and experience with alternative investments. [Note: Charts appear at end...
November 01, 2007
A New Consultative ModelAs the industry has evolved, financial advisors and registered reps have continued to seek better ways to connect with and attract the right clients. Thought-leaders...