Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
3 Strategies for Making Social Networking Work for Your Insurance Practice
By Dan WeedinYou'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
November 12, 2008
Hoekstra Replaces Indicted Weil At UBSUBS, which has some 8,200 financial advisors, says that Raoul Weil, the head of UBS Global Wealth Management and Business Banking and a member of the Group Executive Board, has been indicted by a fede
November 12, 2008
Zero-Cost Ways To Recession-Proof Your PracticeThe desire to keep your business rolling through these recessionary times has never been stronger, as the volume of business you're able to generate continues to fall while cost of operations keeps ri
November 11, 2008
Merrill's Thain Expects Extended DownturnMerrill Lynch Chief Executive John Thain has said he does not expect the global economy to recover quickly from the credit crisis and that the environment more closely resembled 1929, the advent of th
November 11, 2008
FPA Names New LeadershipIn addition, six new members were elected to its board of directors - Michael Branham, CFP; Diana DeCharles, CFP; Paula Hogan, CFP, CFA; David "Dusty" Huxford, Jr.; Martin Kurtz, CFP;AIFA; and Michael
November 07, 2008
OBAMA, THE MARKET & THE ISSUES (Nov. 5, 2008)[W]e believe the election decision itself will likely act as a tonic for asset values. Investors during these difficult economic and financial times welcome the energy and leadership that the new pres
November 07, 2008
OBAMA & TAXES: 2008 VS. 2009 (Nov. 5, 2008)The busiest season for taxes is usually in the spring but it could pick up in the next two months as small business owners and high net worth individuals try to protect their assets from anticipated c
November 07, 2008
OBAMA & MARKETING YOUR PRACTICE (Nov. 5, 2008)Al Reis of Advertising Age says, "Obama owns the 'change' idea in voters' minds." And while Hillary Clinton and John McCain argued that they could do "change" better than Obama, being better never wor