Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Expense Ratios Creep Up
By Staff WriterAccording to recent data, expense ratios for exchange-traded funds (excluding Merrill Lynch HOLDRs) edged upward during the middle of the first quarter, while the number...
April 01, 2007
Mid-Cap SPDRs Get Strong StartCould this be the year that mid-caps outperform? After lagging in 2006, mid-cap stocks are on the rise. As of mid-February, the Mid-Cap SPDR (Amex:MDY) was...
April 01, 2007
Bringing ETFs to 401(k)sIn mid-February, National Planning Corporation (NPC) announced the launch of a 401(k) retirement plan program designed to give small and mid-sized companies the ability to...
April 01, 2007
Warming UpSome analysts predict that supply and demand changes in 2007 could work in favor of the coal sector, --- Mark L. Reichman A.G. Edwards [email protected] 314-955-6557 Area of Coverage: Coal Outlook: We...
April 01, 2007
Fee-Based Business and Clients's Bests InterestsIn reference to the quotation by [CEG Worldwide Founder] John Bowen [in the February cover story] that the fee-based model is "...the right thing by...
April 01, 2007
Dead Wrong About InheritorsFinancial advisors hoping to build more profitable businesses are often fascinated with the potential of the inheritors market. Such advisors frequently cite predictions that from...
April 01, 2007
Is Your Portfolio Bilingual?Harvard University's rich (and closely watched) endowment continues to capture stellar returns. The $29.2 billion Harvard investment portfolio earned an annualized 10-year performance of 15.2 percent...
April 01, 2007
Beyond Investment AdviceWhen the phone rang that day, advisor Mary Lacey Gibson was surprised to hear one of her clients say, "My wife is making me call...