Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
View from Wall Street: 'A Challenging Time'
By Janet LevauxPaul Santucci, head of Field development and talent acquisition for wealth management U.S. at UBS, says that advisors are not leaving UBS "in droves," as...
November 01, 2008
Has Gold Lost Its Mojo?After breaking the $1,000 an ounce barrier during the spring, gold's seemingly invincible run has hit a brick wall. Has gold lost its mojo? The price...
November 01, 2008
ETFs vs. Mutual FundsEarlier this year, during April, May and June, ETF Providers were busy launching new ETFs. Close to 110 new ETFs were unveiled in this three-month...
November 01, 2008
AIG Advisors: What's Next?In early October, American International Group said it would "refocus the company on its core property and casualty insurance businesses, generate sufficient liquidity to repay...
November 01, 2008
Mutual Fund Converts to ETFIt's been a rare occurrence, but some closed-end mutual funds are opting to become exchange-traded funds. To that end, Claymore Advisors announced that the shareholders of...
November 01, 2008
Bear Stearns Liquidates ETFJust months after being launched, the plug has already been pulled on the Bear Stearns Currency Yield Fund (YYY). The fund, which gained infamy for...
November 01, 2008
Bad News Inspiring Bearish ETFsThe financial crisis that accelerated when Lehman Brothers Holdings (LEH) was pushed into bankruptcy protection sent chills through stock markets around the world. Exchange-traded funds...
November 01, 2008
How Target-Date ETFs Are Holding UpTarget-date or life-cycle funds have been available on a mutual fund chassis for decades. In theory, this breed of a balanced fund automatically adjusts the...