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Investment Advisor
August 2008
James J. Green |
Standouts How financial advisors can use branding, marketing, PR, and new media to differentiate themselves.   |
Investment Advisor
August 2008
Olivia Mellan |
Minority Affairs Let's take a look at clients from different cultures, and how advisors can train themselves to serve minority groups. |
Investment Advisor
August 2008
Kara P. Stapleton |
Eternal Students With students taking longer to finish college, and more going to graduate school, your clients will more than likely need education-funding plans that cover more than the traditional four years at college for their children or grandchildren. |
Investment Advisor
August 2008
James J. Green |
The Message You Send Part of your role as an advisor is to place any economic, market, or political development into context. The message you send clients must be consistent, clear, prudent, and measured. |
Investment Advisor
August 2008 |
You've Got to Have Friends Letters to the Editor and upcoming events for those in the financial services industry. |
Investment Advisor
August 2008
Melanie Waddell |
Wheels of Blueprint In Motion The SEC and the Federal Reserve Board's recent Memorandum of Understanding marks a first step; but Congress says more stringent financial services regulations are warranted. |
Investment Advisor
August 2008
James J. Green |
Catching up with...Mitch Politzer Even if there has been a sea change in annuities, there's still a lag among advisors in terms of using the products. Mitch Politzer, president and CEO of First Ameritas Life Insurance Corp. of New York, discusses the instruments. |
Investment Advisor
August 2008 |
Group Think Centre for Fiduciary Excellence enhances its investment advisor certification program... FPA forms a new panel to "identify the best practices for the financial planning profession under the new CFP fiduciary standard"... EDHEC Risk and Asset Management Research Centre adds new members... |
Investment Advisor
August 2008 |
Changes Mark Schlafly named president and CEO of FSC Securities and Advantage Capital Corp... Jeff Auld named president and CEO of AIG Financial Advisors... Ted Mathas is now the CEO of New York Life Insurance Company... Three new SEC commissioner nominees... |
Investment Advisor
August 2008 |
Upgrades Schwab Institutional has launched PortfolioServices... MainStay Investments introduces the MainStay Institutional Capital Global Fund... Schwab's Laudus Funds adds international equity and global equity mutual funds from London-based Mondrian Investment Partners Ltd... |
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