Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
January 13, 2009
SCHWAB'S SONDERS CAUTIONS ON ECONOMYWe are not there yet. Giving the keynote address on the second day of IMCA's New York Consultants Conference, Jan. 13, Liz Ann Sonders reported that at a small dinner the night before, attendees asked if she would have anything positive to say...
January 08, 2009
PHX To Use APEX TechPremier Healthcare Exchange Inc. has agreed to include claims analysis and pricing systems from APEX Management Group in the new PHX Analytic Desktop product.The Web-based ...
January 02, 2009
B OF A, MERRILL LYNCH COMPLETE MERGER (JAN. 2, 2009)"We created this new organization because we believe that wealth management and corporate and investment banking represent significant growth opportunities, especially when combined with our leading c
January 01, 2009
Hoekstra Fills Slot Left by Weil; Exec Comp Plan RevisedUBS has confirmed that because of the U. S. federal grand jury indictment of former Global Wealth Management & Business Banking CEO Raoul Weil, it...
January 01, 2009
Five Questions for the Top RecruiterWhat's the current environment? We are having a record recruiting year and should be up 15 or 20 percent year over year for 2008 vs. 2007,...
January 01, 2009
Big Rollout of Leveraged, Short ETFsThe last quarter of 2008 was very busy for the ETF marketplace. Between Direxion Shares and ProShares, 22 new leveraged and short ETFs were launched....
January 01, 2009
Fidelity Rolling Out New RIA Platform, Rewards CardFidelity Investments has launched WealthCentral, a web-based wealth management platform that integrates critical operational systems for RIAs, including portfolio management, customer relationship management, financial planning,...