Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Vanguard Goes Broad
By Staff WriterLooking for broad global diversification? Check out the newly launched Vanguard Total World Stock Index ETF (VT). The fund measures the market performance of large- and...
September 01, 2008
Lack of Demand Folds Some ETFsIf location, location, location is the main criteria when it comes to investing in real estate, then timing, timing and timing might be the most...
September 01, 2008
Got Marketing?When staffers at Quantuvis Consulting answer the telephone, callers are routinely greeted with this cheerful refrain: "How can I make your day great?" Engaging. Pro-active. Supportive. Exactly...
September 01, 2008
AIG Exec Larry Roth on Independence, Growth(CHICAGO) AIG Advisor Group President and CEO Larry Roth gave the opening address at the firm's "Why Women Are Winning" event. He later shared some...
September 01, 2008
Merrill Trims CDOs and Staff, as It Boosts Global FAs to 16,690Merrill Lynch says it had a second-quarter net loss of $4.7 billion vs. earnings of $2.1 billion a year earlier. Second-quarter 2008 results include a...
September 01, 2008
The Global PlannerHere's a startling statistic: By the end of this year, the number of non-U.S. CFP certificants will likely surpass the number of U.S. certificants. It's...
September 01, 2008
Rooting Out TreasuresDonald Putnam is a dream lunch guest. He is worldly, affable and articulate, with a fine gift of turning a quick aphorism. --- Who: Donald H. Putnam,...
September 01, 2008
Clearers on the MarchBear Stearns' sudden collapse last March indeed shook Wall Street and sent shock waves throughout every financial market around the globe. But at least one behind-the-scenes...