A top marketing blog for financial advisors

The market has slashed your clients’ wealth and your revenues based on assets under management. So gaining new clients is more important than ever. If you’d like to get some fresh ideas about marketing, check out Kristen Luke’s Financial Marketing Wire blog. Are you puzzled by how to leverage social media? Kristen has posts on […]

"Quiz: Are You a Grammar Geek?"

If you’re reading this, you probably care about grammar. So test your grammar knowledge with the quiz in “Are You a Grammar Geek?“ It’s tough.

If you MUST use "secular" in your investment commentary...

If you MUST use "secular" in your investment commentary…

…please follow The Wall Street Journal‘s example. Define secular the first time you use it.  Here’s how Mark Gangloff did it in “TALF and Ilk Won’t Cure Economic Ills” in The Wall Street Journal: “Instead, credit has dried up this time because of the more secular—meaning structural or long-lasting—phenomenon of a debt bubble.” Secular is […]

Harvard Management’s Mendillo grapples with challenging environment

Even Jane Mendillo admits she had awful timing in becoming president and CEO of Harvard Management Company (HMC) on July 1, 2008. As she said in her presentation on “Endowment Management in a Changing World” to the Boston Security Analysts Society on March 25, she assumed her post * Two days before commodity prices peaked […]

MFS Investment Management is using LinkedIn to circulate commentary

MFS Investment Management has set up a LinkedIn group called MFS Investment Commentary.  Its purpose? According to the group profile, it is “A group for financial advisors and investment industry professionals interested in getting updates on MFS’s outlook on financial markets around the world. James Swanson’s Chief Investment Strategist corner, the Week in Review, and […]