Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Culture Shock: How to Manage a Successful Merger
By Olivia MellanCulture clash has been blamed for many uncomfortable mergers, including the Normans' takeover of Saxon England in 1066 and Bank of America's 2009 acquisition of...
September 01, 2010
IA Soapbox: B/D Marketing Departments Are WrongI believe the job of a B/D marketing department is two things: First, help the reps attract new prospects. Second, help the reps grow their...
September 01, 2010
Insurance Update: Is It Really a CLASS Act?Long-term care (LTC) insurance can be a tough sell to a limited market. Policies are often viewed as expensive thanks to well-publicized "average" costs, particularly...
September 01, 2010
Talk to Me: A Guide to Advising Women and CouplesSusan Hirshman GOT the motivation to write her new book--Does This Make My Assets Look Fat?: A Woman's Guide to Finding Financial Empowerment and Success...
September 01, 2010
The Fast Track: The Six Most Common Problems with EmployeesLet's hope it doesn't come to this--I love being self-employed--but if I ever have to break down and get a job, I'll be the best...
September 01, 2010
Biotech/Health Care: Growth DriversJohn T. Boris Citigroup Global Markets [email protected] 212-816-1635 The U.S. major pharmaceutical group is trading at 8.3x (times) 2011 estimated earnings per share (EPS), representing a 32 percent discount...
September 01, 2010
Professionalizing Your PracticeJohn M. Ludwig knew he couldn't be all things to all clients -- but, like a lot of advisors, he tried. Three years ago, he...
September 01, 2010
Space Commerce's New DawnSpace, long dominated by military and civilian government agencies, is becoming the target of an intense commercial competition. Companies are racing to be at the...