Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
New Legislation May Lower Student Loan Interest Rates
By Kara P. StapletonThe College Student Relief Act of 2007 (HR 5), introduced by Rep. George Miller (D-California) with 211 cosponsors, would modify the Higher Education Act of 1965 by cutting in half the fixed interest rates on need-based Stafford loans for undergraduates over a five-year period. The bill passed the House on...
February 01, 2007
State Street to Focus on SPDRsSAN DIEGO - Sometimes, being old school isn't such a bad thing. In the case of the burgeoning ETF business, it appears to be working...
February 01, 2007
A 'Class' Act"Retirement Income University," introduced in January, is a great idea! Offering Research readers a steady stream of information and context can certainly help them navigate...
February 01, 2007
Meeting the MinimumsMr. Saarf, my seventh-grade geography teacher, once pulled me into the hallway to give me what I'm sure he thought was a motivational speech. He...
February 01, 2007
Merrill Lynch Keeps Its FocusDan Sontag, head of Advisory Americas for Merrill Lynch private client, reflects on the firm's latest moves to stay on top. He spoke with Research...
February 01, 2007
Pershing INSITE to Feature Laura TysonINSITE 2007, Pershing's annual financial products and services conference, is set to include a presentation by Laura D'Andrea Tyson, former National Economic Advisor to President...
February 01, 2007
Do the Right ThingMore companies are doing well for themselves by doing what's best for shareholders. After the well-publicized excesses of the 1990s, corporate governance has become a key...
February 01, 2007
Smith Barney's Goal: Doubling FA Productivity in 5 YearsCharles Johnston, president and CEO of global private client for Smith Barney, lays out his thoughts on sales growth, new compensation plans and more. (The...