Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Leveling Recession
By Alexei BayerEconomists often derive ironclad "laws of economics" from very small samples of data observed over a very short time period. Remember the Phillips curve, which...
September 01, 2009
Numerology: Kids Ain't CheapThose same friendly people who brought you the Food Pyramid have been tracking the cost of raising a child since 1960, and not surprisingly, it's...
September 01, 2009
The Right RemediesResearch's Health Care Guide: Beckman Coulter Inc. (BEC) Roche Holding AG (RHHBY) Watson Pharmaceuticals Inc. (WPI) --- Karen Andersen,...
September 01, 2009
The Three QuestionsThe signature exercise that Kinder's Institute of Life Planning conducts at its workshops to help an individual discover what's most important to them is to...
September 01, 2009
Clearing a New LandscapeIt's no secret that the global financial collapse has pushed vitally important risk management front and center. And perhaps no other segment of the financial services...
August 21, 2009
Leading Economic Indicators IncreaseThe Conference Board announced on August 20th the fourth consecutive increase in its Leading Economic Indicators Index.
August 17, 2009
Two Ways to Encourage LendingWhile it may not be a big surprise to those who follow the credit markets, The Federal Reserve Board and Treasury have officially extended the Term Asset-Backed Securities Loan Facility (TALF).
August 11, 2009
Obama Administration Proposes Derivatives ReformThe Obama administration sent suggested wording for legislation that will regulate OTC derivatives, including credit default swaps (CDS), to Congress on August 11.