Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
SCHWAB'S SONDERS CAUTIONS ON ECONOMY
By Kate McBrideWe are not there yet. Giving the keynote address on the second day of IMCA's New York Consultants Conference, Jan. 13, Liz Ann Sonders reported that at a small dinner the night before, attendees asked if she would have anything positive to say...
January 01, 2009
Five Questions for the Top RecruiterWhat's the current environment? We are having a record recruiting year and should be up 15 or 20 percent year over year for 2008 vs. 2007,...
January 01, 2009
Big Rollout of Leveraged, Short ETFsThe last quarter of 2008 was very busy for the ETF marketplace. Between Direxion Shares and ProShares, 22 new leveraged and short ETFs were launched....
January 01, 2009
Fidelity Rolling Out New RIA Platform, Rewards CardFidelity Investments has launched WealthCentral, a web-based wealth management platform that integrates critical operational systems for RIAs, including portfolio management, customer relationship management, financial planning,...
January 01, 2009
Northern Goes GlobalNorthern Trust has added to its lineup of internationally focused ETFs by introducing the NETS FTSE CNBC Global 300 Index Fund ETF (MYG). The new fund...
January 01, 2009
Industry Escaping Deepest CutsOverall Job Market The month of December was, of course, anything but jolly for another 524,000 workers, who lost their job - capping a year that...
January 01, 2009
Retirement ETFs DebutOne of the biggest hits with investors over the past 10 years has been target-dated retirement portfolios. While mutual funds were the first to lead...
January 01, 2009
Polishing Your ReputationHow do you strengthen as well as preserve your practice's reputation, when your broker-dealer is having "issues"? Everybody is having issues - virtually no one and...