Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Blood in the Water
By Bill MillerOver the past few years, there has been a massive feeding frenzy among broker-dealers. Financial advisor recruiters (sharks), both independent and proprietary, are always out...
February 01, 2010
Package & Freight Transportation: Improving TrendsThomas R. Wadewitz J.P.Morgan 212-622-6461 [email protected] We continue to have a broadly constructive view of transports based on our expectation of growth in the economy and in transport volumes...
February 01, 2010
Annuity Analytics: Age-Old Lessons From JapanOne of the many disorienting feelings that eventually hit you once you arrive in Japan -- or at least for people who think about demographics...
February 01, 2010
Can You Trust Your Insurance Company?Whenever annuity expert Moshe Milevsky headlines client appreciation events these days, one overarching concern inevitably bubbles up: the solvency of life insurance companies. "It's credit risk,...
February 01, 2010
The Fed and Its EnemiesThe Federal Reserve is under siege. Proposals abound to curtail the institution's power, through stepped-up congressional involvement or the transfer of some of its responsibilities...
February 01, 2010
Undemocratic Credit: Finance (Including Banking) Finance Regains Prudence, at a PriceIn the old days, bankers only wanted to do business with rich people. If you needed a million dollars, you could never get it from...
February 01, 2010
Aiming HighThe Holy Grail among many firms' coaches, seers, and gurus, not to mention FAs, is the high-net-worth (HNW) investor. With a wealthier clientele, other things being...
January 27, 2010
Financial Planning Coalition Busts MythsThe Financial Planning Coalition is speaking to legislators and regulators about the need to regulate financial planning as a profession.