Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Clearing a New Landscape
By Jane Wollman RusoffIt's no secret that the global financial collapse has pushed vitally important risk management front and center. And perhaps no other segment of the financial services...
August 21, 2009
Leading Economic Indicators IncreaseThe Conference Board announced on August 20th the fourth consecutive increase in its Leading Economic Indicators Index.
August 19, 2009
Producer Nominations WantedAssurant Employee Benefits is opening its Shining Star of Perseverance award program to insurance producers.
August 18, 2009
HR Comm Tool UpdatedZywave Inc. has released HRconnection 5.0, a new version of a Web-based system that insurance brokers can use to provide agency-branded employee communications services.
August 17, 2009
Two Ways to Encourage LendingWhile it may not be a big surprise to those who follow the credit markets, The Federal Reserve Board and Treasury have officially extended the Term Asset-Backed Securities Loan Facility (TALF).
August 11, 2009
Obama Administration Proposes Derivatives ReformThe Obama administration sent suggested wording for legislation that will regulate OTC derivatives, including credit default swaps (CDS), to Congress on August 11.
August 10, 2009
Should the SEC be Self-Funded?Of the many regulatory questions being discussed in Washington, how to fund the SEC seems lower on the priority list than others. But should it? Other agencies organizations are self-funded, including the FDIC, the Federal Reserve and FINRA.
August 05, 2009
Putnam Proposes Major "Shareholder Friendly" Changes: Putnam Funds proposes comprehensive changes to performance and management fees, and fund family breakpoints, pending shareholder approval later this year.