2008 World Wealth Report out from Merrill Lynch and Cap Gemini
The 2008 edition of the annual World Wealth Report is now available. If you’re evaluating your firm’s business strategy, the report’s “Spotlight: Wealth Management Firms Adapt to Meet Unique Needs of Growth Markets” will interest you.
E-mail tips from Seth Godin
The email checklist at Seth Godin’s blog starts out with some good tips on slimming your email distribution list. I also liked his suggestion of asking whether your email is important enough that you’d spend the price of a postage stamp on it. I’m glad that Erika Dreifus’ Practicing Writing blog sent me to this […]
The changing world of mutual fund distribution
Mutual fund distribution sure has changed since my days as a staff reporter for Dalbar’s Mutual Fund Market News (now Money Management Executive) back in the 1990s. Darlene DeRemer‘s presentation on “U.S. Retail Distribution Trends” at the NICSA General Membership Meeting on June 23 drove home that point. Here are some of the key changes […]
Shifting emphasis at mutual fund distributors
The rising importance of fund selection units at broker/dealers (B/Ds) was reflected in the June 23 NICSA General Membership Meeting‘s panel on “The Distribution Road Ahead and Back,” chaired by Marty Griffin, director of sales operations for Pioneer Funds Distributor. Mutual fund distributors are ramping up their efforts to satisfy those units. For example, two-and-a-half […]
One millionth CFA exam
The CFA Institute has administered its one millionth CFA exam, according to a recent email from its president. About 119,000 registered to take the exam on June 7. The CFA Institute’s reach sure has expanded since I took the exam. My CFA candidate number is under 12,000.