Streamlining disclosure for investors
By Len DriscollIn an effort to minimize increasing fulfillment costs, fund companies have been combining multiple fund prospectuses into a phone-book-sized "one-size-fits-all" document distributed in a single mass mailing. What began as a noble effort to inform
May 14, 2008
Marketing for successKnow what you want to achieve before spending a penny.You should have a marketing plan before spending any money on advertising or promotion. You may get great deals on advertising, but if it doesn't fit your objectives, you are wasting your money
May 14, 2008
Gary HirschkronGary Hirschkron has been appointed president of AXA Partners, the life insurance business unit of AXA Distributors LLC. Hirschkron has served as managing director at AXA Partners since 2006. Prior to joining AXA Equitable, Mr. Hirschkron was
May 14, 2008
Understanding different sources of capitalThere are many different sources of capital-each with its own requirements and investment goals. They fall into two main categories: debt financing, which essentially means you borrow money and repay it with interest; and equity financing, where
May 13, 2008
Stop run-off with drip marketingHas anyone ever attended one of your seminars and seemed really interested, but would not pull the trigger to set an appointment? If so, what was your follow-up plan? Make another phone call, and move on to your next seminar? Seminars are an
May 13, 2008
Advisors' mistakes to avoidPassing up the opportunity to be known as the advisor who "truly gets me." Having lived through the last decade of faltering confidence in the investment and corporate markets, boomers lack trust. Transparency and prudent advising take on new meani
May 13, 2008
Bill MillerBill Miller has joined Investors Capital Corporation as senior recruiter. Miller joined the company in 2006 as a recruiter. Previously, he served as executive vice president at WPP Inc., a recruiting firm in Manhattan, and as regional ma
May 13, 2008
Mark DelfinoMark Delfino has permanently joined HoyleCohen as managing director and chief operating officer, after a year at the firm as a consultant. He has over 20 years of experience as a senior operations executive and advisor. Prior to joining H
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