Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Fidelity Introduces Referral Program for RIAs Using 'Centers of Influence' Philosophy
By Joyce HansonFidelity has introduced a practice management program for RIAs designed to help them develop their referral networks through "centers of influence" the Boston-based custody and clearing giant announced June 24.
June 14, 2010
As FAFSA Deadline Approaches, College Students Urged to Apply Before Aid Window ShutsCollege students--and the parents who help them pay tuition costs--have until June 30 to file a free application for federal student aid (FAFSA) before the window shuts for the 2009-2010 and the 2010-2011 school years.
June 10, 2010
Claymore Securities Launches 7 ETFs That Track Firm's BulletSharesClaymore Securities is launching a group of seven ETFs that track the firm's BulletShares corporate bond indices, Claymore announced in a Wednesday, June 9, release.
June 10, 2010
Alternative Investment Professionals Embrace Social Media Tools, Study FindsAlternative investment professionals understand the power of social media and are embracing it as a communications, research and productivity tool in both the workplace and...
June 10, 2010
Mintel: Many Agents Use Social Media For SocializingOnly about half of the independent life agents who use social media sites say they use the sites for business.
June 10, 2010
Alternative Investment Professionals Embrace Social Media Tools, Study FindsAlternative investment professionals understand the power of social media and are embracing it as a communications, research and productivity tool, according to a new Horizon Cash Management survey released May 24.
June 09, 2010
Mintel: Many Agents Use Social Media For SocializingOnly about half of the independent life agents who use social media sites say they use the sites for business.
June 08, 2010
FCIC Subpoenas Goldman Sachs & Co.The Fraud Enforcement and Recovery Act of 2009 gives FCIC power to compel Goldman Sachs to produce missing witnesses and documents.