Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Advisor or Confidant?
By Raphael LapinWhile on a late summer afternoon outing with my children, we suddenly came across an Apple Store in all its technological seduction and splendor. Upon...
September 01, 2010
Towers of StrengthIn the aftermath of dreadful 2008 and 2009, staunch, stable clearing firms are not only being appreciated but touted by financial advisors to clients. Indeed, with...
September 01, 2010
Back to SchoolFederal Reserve Chairman Ben Bernanke was on to something when in recent Congressional testimony he said the "economic outlook remains unusually uncertain." The lack of...
September 01, 2010
The Other SideIn last month's column, you may recall my bravado front regarding my upcoming cancer surgery. Hopefully, by the end of this article you'll realize that...
August 31, 2010
Boomers: LinkedIn to Twitter your FacebookIf you answered A, B, C or D ... you're incorrect.
August 31, 2010
S&P/Case-Shiller Index Shows Home Prices Rose 1% in JuneWith this spring's tax credit still working its way through the housing market, the price of U.S. homes rose 1% in June for the third consecutive month, according to the Standard & Poor's Case-Shiller index released Tuesday, August 31.
August 31, 2010
Rydex|SGI Advisor Confidence Falls to 16-Month Low; Consumer Confidence ImprovesFour confidence indexes, including the Rydex|SGI AdvisorBenchmarking survey and the Conference Board index, signal a bumpy ride for the U.S. economy.
August 26, 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.