Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Strategically Positioned
By Janet LevauxAlexia Howard Alliance Bernstein 212-407-5941 [email protected] Packaged Food: We expect sales growth to increase slightly going forward. We expect operating margins to expand going forward. The U.S. Packaged Foods...
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.
November 03, 2009
A Case for AlternativesTwo words sum it up: diversification matters. Following severe down markets, investors and advisors alike should take inventory and assess what they could have done differently.
November 01, 2009
Renewed VibrancySteven D. Schwartz, CFA Raymond James [email protected] 352 262 3940 The Insurance Services Office released its 2Q09 property/casualty industry results [in late September]. Property/casualty (P&C) net income...
November 01, 2009
Historical Research: Inventing Financial FuturesIn November 1967, University of Chicago economist Milton Friedman was turned down for a loan, a rejection that ended up changing the course of financial...