Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Putting on the Ritz
By Ellen UzelacFor years, Ted Charles was the face -- and outward personality -- of Investors Capital Holdings. No longer. In August, longtime heir apparent Tim Murphy, 44,...
December 12, 2008
B OF A-MERRILL TO CUT 30,000-PLUS JOBS (Dec. 12, 2008)Bank of America says it plans to eliminate about 30,000 to 35,-000 positions over the next three years, reflecting its pending merger with Merrill Lynch and the weak economic environment, which is aff
December 08, 2008
Bleak Employment Picture for Financial ServicesThe headlines for December 5th's Labor Department Payroll Survey trumpeted a decline of 533,000 jobs in November 2008
December 05, 2008
SHAREHOLDERS APPROVE MERRILL-BOFA MERGER (DEC. 5, 2008)"When this transaction closes, Bank of America will have the premier financial-services franchise ...," Bank of America Chairman and CEO Kenneth D. Lewis says. "With Merrill Lynch, we also will signifi
December 01, 2008
3 Strategies for Making Social Networking Work for Your Insurance PracticeYou've heard the phrase, "It's not who you are, it's who you know" -- and who you know has a whole new meaning in the rapidly increasing world of social media. Finding new clients and increasing your book of business may be only a click away. But
December 01, 2008
Master the mediaVery little compares to the thrill of seeing your name in print. Whether you are a multi-national brokerage firm or an independent advisor, you should have a forum to regularly bring your ideas before the investing public. By being a part of a news
December 01, 2008
Margaret Chow StarnerCareer Began: 1981 Home Base: Coral Gables, Fla. Civic Affiliations: John T. McDonald Foundation and Teach for America. --- In the 1970s, Margaret Chow Starner did something almost unthinkable...
December 01, 2008
The Season for Energy ETFs?Who would have thought a few months ago that we would ever see gas prices below $2 per gallon? Within four months, the price of...