Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
December 01, 2006
'Mary Mack Starts to Lead Wachovia's Bank ChannelMary Mack knows she has some big shoes to fill. On October 1, Mack assumed a post held by Dwight Moody, who's been president of Wachovia...
December 01, 2006
Gena Harper and Carla KorenSenior Vice Presidents, Smith Barney Careers Began: 1985 Home Base: Berkeley, Calif. Harper's Civic Affiliations: Glaucoma Research Foundation, Guide Dogs for the Blind, Downtown Berkeley YMCA Koren's Civic Affiliations:...
December 01, 2006
Commonwealth Aims for Controlled Growth(Phoenix) Commonwealth Financial Network wants to maintain its identity despite some serious expansion, say executives attending the broker-dealer's recent national conference, held Oct. 26-30 at...
December 01, 2006
Industry Spotlight: Consumer SectorsThe share prices of some consumer-focused companies could improve in 2007, thanks to rising sales, improving margins and external factors, equity analysts say. ----- Terry Bivens Bear Stearns 212-272-6782 [email protected] Area...
December 01, 2006
Thomas J. CurranPresident, Curran Investment Management Curran Advisory Services Career Began: 1969 Home Base: Albany, N.Y. Civic Affiliations: Wildwood Foundation, Mid-Atlantic Center for the Arts, East Lynne Theater Co. --- At an age...
December 01, 2006
Protecting More Than PensionsLike a snowball rolling downhill, reasons for Congress to clarify and strengthen the U.S. retirement system have been accumulating for the past decade. Along with...
December 01, 2006
David A. MallachSenior Vice President of Investments, Merrill Lynch Career Began: 1973 Home Base: Elkins Park, Pa. Civic Affiliations: Mallach House in Botswana, David Mallach Music Scholarship at Troy University ----- What...
December 01, 2006
Treating Reps as FriendsThis being my first time in Atlanta, I'm at the mercy of my host as far as lunch is concerned. Fortunately, Joby Gruber is a...
December 01, 2006
Holiday CheerIf you're like most advisors, your mailbox is already starting to bulge with holiday cards wishing you and yours a happy holiday season. (In the...
December 01, 2006
Research RoundtableMr. Market, wont to wearing his heart on his sleeve, reacts, reflects -- and anticipates. Marching always to its own drummer, the market in 2007...