Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Goldman Sachs Earnings Are Robust
By Kate McBrideGoldman Sachs earnings for the fourth quarter of 2009 and the full year are healthy
January 20, 2010
Citigroup Lost in Fourth Quarter and Full YearCitibank net losses for quarter and year add up to questions about the timing of TARP repayments.
January 20, 2010
Bank of America Reports LossesOn the heels of Citibank's reported losses for the quarter and full year after repayments of TARP bailout funds, Bank of America reported losses for those periods as well.
January 18, 2010
Financial Services Firms Offer Aid to HaitiIndustry musters money and more for earthquake relief
January 14, 2010
Merrill's Krawcheck Says Reports of Broker Departures to RIA Channel OverblownAttrition rate of Merrill brokers at all-time low
January 12, 2010
IMCA's New York Conference: A Full HouseIMCA's 2010 New York Consultants Conference kicked off on January 11 with a high-powered, high-profile cast including speakers Nouriel Roubini, Barry Ritholtz, Andrew Lo and Rob Arnott.
January 07, 2010
More FDIC Coverage for Cash ManagementInvestment advisors who custody with TD Ameritrade can now sweep cash into an enhanced FDIC Insured Deposit Account (IDA). By adding another bank to the account, TD Ameritrade has effectively doubled the FDIC coverage for deposits.
January 01, 2010
Evaluating Financial Aid ConsultantsThere's nothing wrong with charging a fee for providing information and analysis, even if people could find the information on their own. We do it...