Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
House Passes Health Reconciliation Bill
By Kate McBrideThe House of Representatives passed the long and bitterly debated Bill that will change the way health care is provided in America.
March 19, 2010
Fidelity Upgrades RIA ServicesFidelity Investments has begun to provide its RIA clients dedicated service teams that will process all service interactions and transactions.
March 18, 2010
LEI Rises Again, 0.1%The Conference Board's Leading Economic Index (LEI), gained a scant 0.1% in February, after a 0.3% rise in January and 1.2% jump last December.
March 16, 2010
Fed Keeps Rates SteadyThe Fed kept Fed Funds rates "exceptionally low," at 0% to 0.25% and expects to continue to do so for "an extended period."
March 15, 2010
Dodd Releases Draft of Financial ReformsSenate Banking Committee Chairman Christopher Dodd (D-Connecticut) released a draft of financial reforms on March 15 that is extensively re-worded and watered down from his robust November 10 Discussion Draft.
March 15, 2010
Nobel Laureates Call for Fiduciary StandardA group of American luminaries, including Nobel Laureates, top academics, economists and financial industry statespersons calls for the fiduciary standard in financial reforms.
March 12, 2010
Janet Yellen Possible Fed Vice Chair ChoiceSan Francisco Federal Reserve Bank President Janet Yellen is reported to be President Obama's top candidate for Vice Chairman of the Federal Reserve.
March 11, 2010
Global IPO Long/Short ExposureAs investment strategists call for ever-more diverse asset allocations in client portfolios