Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Senate Passes Healthcare Reform 60-39
By Kate McBrideThe Senate passed historic healthcare legislation--the Patient Protection and Affordable Care Act--by a 60-39 vote on Christmas Eve, the first Senate vote on the "day before Christmas in more than a century."
December 11, 2009
House to Vote on Financial Services ReformsThe House of Representatives is set to vote on a giant financial services reform package H. R. 4173, the Wall Street Reform and Consumer Protection Act.
December 11, 2009
House Passes Sweeping Financial ReformsHouse lawmakers have passed the most sweeping reforms of financial services since those coming out of the Great Depression.
December 09, 2009
Greece Gets DowngradeThe medium-term prospects for Greece led Fitch Ratings to downgrade that country's long-term foreign currency and local currency Issuer Default Ratings (IDR), on December 8.
December 03, 2009
Beige Book: Looking a Bit BetterThe Fed reports that things are looking up a bit in economic activity across most of the Fed's 12 districts, based on information through November 20.
December 01, 2009
American College to Dodd: Rethink Fiduciary Provision in Financial Services Reform BillCollege suggests Dodd ask SEC to issue a report on impact of 'one-size-fits-all' standard
December 01, 2009
Be a GiverThe great American philosopher Ralph Waldo Emerson crisply observed that "every man is a consumer and ought to be a producer." Looking at the resumes of...