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Time For Advisor Disclosure

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Time For Advisor Disclosure
The comment period for a proposed Financial Industry Regulatory Authority (FINRA) rule addressing this issue closed earlier this month, and essentially stipulates that advisors disclose to clients any payment from a recruiting firm that exceed $ 100,000 …
Read more on Barron’s (blog)

Q&A on the Ukraine Crisis with Eric Posner and Stanislav Markus
For example, if the EU agrees not to buy gas from Russia, it could deal a fatal blow to Russia's oil export business. But, at … Posner, you've analyzed Putin's 'grand strategy' in a posting on your blog lately. What is … EP: I do think it is a …
Read more on Newswise (press release)

Will Proud and Loud on Obamacare Win the Race?
“Dem's Run On, Not From, The ACA” excitedly heralded the Rachel Maddow Blog, touting the ad. “This Is What … In another ad, Freedom Partners challenges, “Begich took thousands from insurance companies and voted for Obamacare, which gave insurers …
Read more on Daily Beast

Advisor Marketing The Right Way In The 21st Century

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Advisor Marketing The Right Way In The 21st Century
Hence, a firm's marketing efforts must incorporate a contact management plan that addresses the need for advisor interaction by the clients and prospects of the firm. Our firm, Evolutionize, specializes in advisor marketing and we offer one overarching …
Read more on Financial Advisor Magazine

Calysto Communications to Offer Free Marketing Consultations to Mobile and …
Over two days, Calysto will conduct customized, no-obligation marketing and communications consulting sessions with 15 pre-selected companies of various sizes operating in the wireless domain. The 45-minute meetings will take place Monday, May 7, …
Read more on MarketWatch (press release)