Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
A Tale of Origins
By Kenneth SilberWhen Alexander Hamilton and Aaron Burr dueled at dawn on July 11, 1804, the fight was not just between a former Treasury secretary and a...
May 21, 2010
Dodd Reform Bill POV: Knut A. Rostad, Committee for the Fiduciary Standard ChairThe bill's absence of any regulation of brokers who act like advisors is stupefying.
May 20, 2010
Senate Passes Financial Reforms Bill 59-39Next: a conference to reconcile Senate version with House version.
May 17, 2010
529 Plans Get More Insured Investment OptionsFDIC accounts now available in seven states, federal bill recently passed
May 14, 2010
Ex-White House Aide Wallison on Fannie Mae: Weekend InterviewFannie Mae has much more to lose, equaling heavy taxpayer liability
May 11, 2010
Fannie Mae Reports Steep Loss, Requests $8.4 Billion BailoutDeficit narrows in first quarter when compared with Q4 2009
May 11, 2010
Fidelity Separates Asset Management from DistributionAbigail Johnson promoted to head all of distribution; Ronald O'Hanley hired to lead asset management and corporate services.
May 10, 2010
UBS, CFP Name New Head of CFP's Council on EducationThe Certified Financial Planner Board of Standards and UBS Wealth Management announced Monday, May 10, that Mark Kordes, head of wealth planning for UBS in the United States, will serve as the new chairman of the CFP Board's Council on Education.