Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Rydex|SGI Advisor Confidence Falls to 16-Month Low; Consumer Confidence Improves
By Joyce HansonFour confidence indexes, including the Rydex|SGI AdvisorBenchmarking survey and the Conference Board index, signal a bumpy ride for the U.S. economy.
August 25, 2010
New Home Sales Plunge to Record Low; Durable Goods Up but AilingSales of new single-family houses in July fell 12.4% to 276,600, the slowest pace of sales on record since 1963. July durable goods orders rose slightly, but the increase came mainly from airplane orders.
August 25, 2010
Health Insurance Agents and Social Media: Is It Worth It?With the recent slackening of Facebook's privacy policies and FINRA's crackdown on social media rules, many agents are concerned about getting involved with any form of social media.
August 24, 2010
Fidelity College Cost Study Shows Advisors Help Parents SaveAs many parents dip into retirement savings to pay for their children's college educations, the parents who work with a financial advisor are saving more for college costs, Fidelity Investments reported in a study released Tuesday, August 24.
August 24, 2010
NAR Existing Home Sales Plummet to Record Low; Retail Also DownExisting-home sales dropped sharply in July to historic lows after the home buyer tax credit expired, but home prices continued to gain, the National Association of Realtors (NAR) reported Tuesday, August 24.
August 23, 2010
MetLife Study Says Gen Y Faces Debt, Job Woes with Upbeat SpiritsWhile the vast majority of Generation Y'ers believe it's possible to achieve the American dream in their lifetime, only 34% feel that they have an adequate safety net and 38% say that they have credit card debt, according to a recent MetLife study.
August 23, 2010
Cerulli's Opportunity Index Compares Managed Account SponsorsAn "opportunity index" to help asset managers focus their distribution efforts is part of Cerulli Associates' new study, "Managed Accounts: Asset Manager Distribution Roadmap," the firm announced on Friday, August 13.
August 22, 2010
Huang Withdraws Bid for Liverpool Soccer ClubOn Friday, August 20, QSL Sports, the Chinese investment company led by Chinese-born U.S. citizen Kenny Huang, said it won't make a bid after all for Liverpool Football Club.