Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Market Rally Continues; Signs of Credit Easing
By James J. GreenThe drama continues in the stock--and credit--markets, as stocks rallied again on October 20, with the Dow industrials up 411.46 points, or 4.65%, to close at 9,265.43. The S&P 500 was up 44.85 points, or 4.8%, to close at 985.40.
October 19, 2008
Market Volatility Remains HighThe Dow Jones industrials posted a gain of 401.03 points in the week ending October 17, 2008, or a rise of 4.75%, to close at 8,852.22, the biggest one week improvement since March 2003.
October 09, 2008
WELLS-WACHOVIA MERGER LIKELY; CITI BOWS OUT (OCT. 9, 2008)Citi announced on October 9 that it had reached no agreement with Wells Fargo following several days of discussions about matters related to Wachovia. The dramatic differences in the parties' transact
October 01, 2008
Morgan Stanley Targets Native AmericansMarketing/High-Net-WorthMorgan Stanley Targeting Native-American Clients Morgan Stanley says it has hired a team to serve high-net-worth clients in the Native American market. Based in Los Angeles,...
October 01, 2008
UBS Restructures, Tweaks CompensationFollowing a second-quarter loss of about $330 million, UBS says it will separate its business divisions into three separate units, with each having more operational...
October 01, 2008
REITs: Worth Another Look?Investors have traditionally flocked to real estate investment trusts (REITs) for dividends, but over the past few years they've been getting a lot more: capital...
October 01, 2008
What Would Graham Say?Who would've thought to package the value-oriented investment philosophy of the famed Benjamin Graham into an index based financial product? Never short on ideas, Wall Street...
October 01, 2008
Claymore ETF Changes IndexThe Claymore/BBD High Income Index ETF (LVL) has changed its name and underlying index. The fund has been renamed the Claymore S&P Global Dividend Opportunities...