Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Textbook Case
By Mary ScottLewis J. Altfest, one of the most quoted financial planners in the industry, has written what many consider to be the ultimate text on financial...
July 01, 2007
XTF Strikes Variable Universal Life DealExchange-traded funds are showing up in new places. Life insurance companies are now incorporating ETF solutions as sub-account investment options in both variable life and...
July 01, 2007
The Partnership PredicamentWhy do advisors consider taking on a partner in the first place? Maybe it's in hope of realizing economies of scale. Or maybe it's because...
July 01, 2007
Client DepreciationWhile attending a recent broker-dealer conference, I had the opportunity to talk with a group of financial advisors in a relaxed, pub-like atmosphere. Just like...
July 01, 2007
Investor BewareIf you still have doubts whether or not there is a massive bubble in emerging financial markets, just look at the eurobond market. The JPMorgan...
July 01, 2007
Quality Flight Gains HeightDividends are back in vogue in a big way. Wall Street observers point to several factors contributing to this 180-degree shift -- Baby Boomers facing...
July 01, 2007
Inherit the WindfallMoney is neither good nor bad. Anyone hoping to win the lottery would disagree. But that's what Susan Bradley, founder of Sudden Money Institute insists....
July 01, 2007
Giving & ReceivingThere is no deeper way to connect with clients than through the philanthropic impulse -- yet many advisors steer clear of the conversation. As Randy Fox,...