Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
College-Saving Tips
By Kara P. Stapletonoseph Hurley, founder of Savingforcollege.com, has published the Family Guide to College Savings, an 88-page manual that delves into the planning and savings options available to families for a child's college education. The guide covers areas such as affording the college of your choice; comparing college savings alternatives; transferring assets...
April 01, 2007
RJFS' Recruiting Team Takes Shape in 2007Raymond James Financial says its private client group grew pre-tax income 47 percent as commissions and fees experienced "healthy increases," in the quarter ended December...
April 01, 2007
Expense Ratios Creep UpAccording 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
Smith Barney Tweaks New FA Comp PlanCitigroup has tapped Gary Crittenden, formerly of American Express, to become CFO of Citigroup on March 12 -- making Citi's former CFO Sallie Krawcheck the...
April 01, 2007
ProShares Introduces Sector ETFsThe old axiom on Wall Street is that money can be made in any kind of market. To that end, Bethesda, Md.-based ProShare Advisors has...
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...