Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Next Financial Finds Its 'Knight'
By Janet LevauxNext Financial Group of Houston has been on a tear in recent years and begins 2007 with nearly 800 advisors and a new president --...
January 01, 2007
Big Firms Had Good 2006; Set for More Growth in 2007The stocks of the largest brokerage firms (Merrill, Morgan and UBS) have outperformed the S&P 500 in 2006, thanks to some key performance issues, experts...
January 01, 2007
NYSE, NASD Set to Combine with Schapiro as Head of New SROAfter all but announcing the deal during the Nov. 8-10, 2006, Securities Industry and Financial Markets Association (or SIFMA) launch in Boca Raton, Fla., NASD...
January 01, 2007
'Late Stage' College PlanningAdvisors don't need to be reminded how much of an expenditure paying for college has become for their clients. We've all seen examples of how...
January 01, 2007
Income OpportunityResearch: What's your take on the looming shift from accumulation to distribution? Macchia: It's as real as anything can be. There's no denying that demographics is...
January 01, 2007
When to Let GoAn advisor recently made an innocent online inquiry into the best way to release unprofitable clients. Immediately, the advisor was hammered by a slew of...
January 01, 2007
XTF Takes Aim at InvestorsMike Woods, CEO of New York-based XTF Advisors, wants his fledgling firm to become as integral to the retail exchange-traded industry as the ETFs themselves....
January 01, 2007
Securities and Bond Groups Merge, SIFMA Now Represents the Industry(Boca Raton, Fla.) Last year, comedian Dennis Miller turned a few people off with his racy humor. This year, it was a new organization's name...