Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Short, Leveraged ETFs Rule
By Staff WriterA quick glance at the best year-to date performing ETFs reveals a not so subtle message. Short ETFs rule. The 38 best-performing ETFs are all short...
December 01, 2008
Dividend Investing with ETFsWho likes to wear shorts in the winter or a coat in the summer? Some things are just out of style. Until recently, dividends were out...
December 01, 2008
What Can I Say?As the end of the year approaches, pretty much every advisor out there is starting to worry about those dreaded annual client reviews. During a...
December 01, 2008
Barclays Global Declares Estimated Year-End DistributionsETF investors will have something millions of mutual fund investors won't have for 2008: lower tax liabilities. According to early reports, ETF tax gain numbers are...
December 01, 2008
From $200 a Barrel Oil to ?It wasn't too long ago that analysts predicted oil prices to skyrocket to $200/barrel. Even though crude oil did sell for as much as $147/barrel...
December 01, 2008
DAF or Foundation?"Many of my clients have wealth that is newly made or created," says Lisa Kirchenbauer, head of Kirchenbauer Financial Management & Consulting in Arlington, Virginia....
December 01, 2008
Never Underestimate The Philanthropic Power of KidsKrishna Pendyala, chief operating officer and coach of Waldron Wealth Management in Pittsburgh, and his wife Sangeetha have two children: a son, Nyan (which means...
December 01, 2008
Northern Trust Launches Global ETFNorthern Trust's NETS FTSE CNBC Global 300 Index Fund ETF (MYG) was introduced for trading on the NYSE Arca stock exchange on November 19. The new...