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Creating a successful marketing plan is a daunting challenge for any wealth manager. Here are 10 ideas to help get you headed in the right direction.

Northern Trust named Sheldon Woldt to lead its family office and institutional business in the Middle East.

Citing enhanced technologies and retirement planning support for its advisors, National Planning Holdings announced first quarter 2012 sales and revenue gains of 15.7% and 8% respectively compared to a year earlier.

Requiring money market fund advisers to hold capital to support their money market funds would fundamentally change the nature of these funds, according to a new study by the Investment Company Institute released today.

A new social media research report from kasina places iShares, Vanguard, Putnam, Russell Investments, and OppenheimerFunds as the Top 5 social media leaders in asset management.

State Street Global Advisors has appointed Michael Spellman as regional sales director, global cash, reporting to Barry F.X. Smith, senior managing director and global head of SSgA’s cash business.

There are a growing number of advisor-focused "value-added programs" that fund firms are using to attract top producing and other advisors to sell their wares to investors.

On YouTube, puppet shows are fine for consumers, but to appeal to businesses many banks are taking a more serious tone and putting their own clients in the spotlight.

"Unless the facts are diametrically different from what we've heard, there is no risk from this [$2 billion] loss to depositors or to taxpayers," Rep. Spencer Bachus said. "They remain a very profitable, viable institution."

Sallie Larsen will ensure that LPL remains an engaging workplace for its staff and professionals, including those who recruit advisors to the independent broker-dealer.