Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Highmount Capital to Open Amsterdam Office
By Michael S. FischerHighmount Capital, a multi-family office based in New York and Boston, plans to open an office in Amsterdam by September and to add offices in London and Switzerland over the next year.
August 17, 2010
Seven tips on increasing traffic and engagement on FacebookFacebook recently analyzed how the 100 top media sites are using its social plug-ins, as well as the pages of several top media organizations and the stories they posted.
August 16, 2010
Seven tips on increasing traffic and engagement on FacebookFacebook recently analyzed how the 100 top media sites are using its social plug-ins, as well as the pages of several top media organizations and the stories they posted.
August 16, 2010
Gen Y'ers Face a Big Pile of Money Trouble: Western Union SurveyA financial storm may be brewing for the debt-laden, stressed young Americans who are part of the Generation Y demographic, according to a recent Western Union survey.
August 12, 2010
Morningstar Fund Flows for July Show Investors Shunning U.S. StocksInvestors continue to shun U.S. stocks and are increasingly putting their money into funds that feature bonds, commodities, and alternative investments, according to the latest research from Morningstar.
August 09, 2010
FPA, CFP Board, Others Join for College Financial Planning ChallengeThose who remember College Bowl days will find a few similarities in the competition launched under the auspices of the FPA, the Academy of Financial Services, Ameriprise Financial, and the CFP Board.
August 09, 2010
NAIC to Investigate Insurers Over Deceased Veterans' BenefitsThe National Association of Insurance Commissioners will establish a working group "to examine a life insurance claims settlement practice involving the use of retained asset accounts." Of particular concern to the group is consumer disclosure.
August 09, 2010
Morningstar Study Says High Fees Are Bad for Investment PerformanceA Morningstar study of the impact of mutual fund fees shows that lower-expense funds outperform higher-expense funds--and expenses are a better predictor of future returns than Morningstar's own star rating.