Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Historical Research: The Canal Builder
By Kenneth SilberDeWitt Clinton (1769-1828) was an early American politician who transformed the country in far-reaching ways -- physically, economically and financially. He was the driving force...
December 01, 2009
Nine PersonalitiesHave you ever found yourself scratching your head once a client leaves your office, thinking, "I'm pretty sure they didn't understand a word of what...
December 01, 2009
Bicycle EconomiesThe term BRIC was invented by Goldman Sachs economist Jim O'Neill. It was an easy-to-memorize acronym based on the names of four large developing countries:...
November 17, 2009
Industrial Production Creeps UpIndustrial production (IP), was up 0.1% for October, according to Federal Reserve statistics for industrial production and capacity utilization released November 17.
November 11, 2009
Dodd Bill: Industry Groups See Worms In That CanThe Restoring American Financial Stability Act of 2009 discussion draft is long enough to have room for many troubling provisions, insurance industry Congress watchers say.
November 06, 2009
Double-Digit Unemployment for U.S.Unemployment in the U.S. rose in October to a 26-year high of 10.2%, up 0.4% from September.
November 05, 2009
Fed Leaves Rates UnchangedThe Fed says that conditions "warrant exceptionally low levels of the federal funds rate for an extended period."
November 04, 2009
House Committee Approves Investor Protection ActThe House Financial Services Committee approved the Investor Protection Act, H.R. 3817 by a vote of 41-28.