Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Six standards of client communication in a downturn
By Jerry LezynskiQ. How do you develop meaningful ways to connect with clients - in good times and in bad? A. Thirty percent of consumers in the U.S....
January 08, 2009
Stimulus, shmimulusImmature, I know, but I couldn't think of anything better to describe our continuing need to throw good money after bad. Echoing congressional leaders, President-elect...
January 05, 2009
Securities class action trends37%: Percent increase in securities class action filings from 2007 to 2008. 43%: Percentage of filings since Dec. 14, 2008 that are related to the credit crisis. 50%: Percentage of class action filings related to the credit crisis in
January 01, 2009
In Troubled Times, Give 'Em HopeI have been in your shoes. Everyone is telling you to be positive, to take the initiative and call your clients--but that's the last thing...
December 02, 2008
Ask the expert: Submitting marginal casesDo you recommend that I submit possibly marginal cases anyhow, or should I hold them back?
November 24, 2008
AIG Aid Player To Lead TreasuryPresident-elect Barack Obama today said he would name Timothy Geithner--an official central to government efforts to shore up American International Group Inc.--to be his Treasury ...
November 01, 2008
Research RevolutionFor years, Dennis Gallant was a well-known director at Cerulli Associates, leading the firm's consulting and new business development efforts. He was also responsible for...
October 21, 2008
A generational crashJoe White of the Wall Street Journal thinks boomers have dug themselves into a financial hole. And this is not the time to be digging...