Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Alternatives out in the cold?
By Staff WriterWhile some large custodians may be scaling down their custody of alternative investments for their RIA firm clients, National Advisors Trust announced today that they will be expanding their capabilities.
March 12, 2009
Treasury Department and The Federal Reserve March 3 AnnouncementThe Treasury Department and The Federal Reserve announced March 3 a new part of the Consumer and Business Lending Initiative (CBLI) called Term Asset-Backed Securities Loan Facility (TALF).
March 01, 2009
Moment of TruthIn trying times, when heroes are in such short supply, Americans have rallied around US Airways Captain Chesley "Sully" Sullenberger III, who safely landed a...
March 01, 2009
REIT Investing: Shifts in Focus--- Paul Puryear Raymond James 727-567-2253 [email protected] Not unlike last year, we approach 2009 with a lot of caution but we still recommend REITs as a defensive investment. There...
March 01, 2009
Biotech/Health Care Investing: Selective Growth--- Alexandra Hauber J.P. Morgan 312-325-3694 [email protected] We expect currency to have a significant impact on 2009 earnings. The biggest effect, due to the British pound weakness, is likely at...
March 01, 2009
Giving Back: A Firm of PhilanthropistsTHIS MONTH'S HONOREE The individual: Todd Morgan & Bel Air employees The firm: Bel Air Investment Advisors The cause: New Millennium Secondary School, Habitat for Humanity, City of...
March 01, 2009
Best BehaviorSome folks hatch their best ideas while sitting at a desk, flossing their teeth or sipping joe at Starbucks. Not Shlomo Benartzi. His creativity is...
March 01, 2009
Growth Through Strategic AlliancesOf three main routes to business growth -- capturing additional assets from existing clients, getting new clients via referrals from existing clients, and forming strategic...