Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Barclays Renames Lehman Bond Indexes
By Staff WriterThe empire of what's left of Lehman Brothers continues to be dismantled, including its fixed-income indexes. Barclays Global Investors (BGI) has changed the name of underlying...
January 01, 2009
Americans continue to lose their homes and their jobs at an alarming rateAmericans continue to lose their homes and their jobs at an alarming rate. The Bureau of Labor Statistics reported 1,330 mass layoffs in the third...
January 01, 2009
Tracking Rubles, Real EstateRydex Investments added the Russian ruble (XRU) to its lineup of CurrencyShares. The ruble is the official currency of the Russian Federation (Russia) and related...
January 01, 2009
Outsource for SuccessRecent market volatility has led many financial advisors to yearn for more efficient and profitable businesses. Particularly as portfolios have precipitously plummeted, many advisors whose...
January 01, 2009
Bank of America, Merrill Seal the DealWirehouse BDs BofA, Merrill Seal the Deal Bank of America and Merrill Lynch shareholders have approved BofA's purchase of Merrill. And, according to Merrill Lynch, the vast...
January 01, 2009
Consistent AppreciationResearch Total Return Leaders Based on compounded annual price appreciation and dividends for the 10-year period ending Nov. 13, 2008, for stocks trading at or above...
January 01, 2009
What to Expect at the Wirehouses in '09Several months before Bank of America agreed to buy Merrill Lynch, industry expert Chip Roame of Tiburon Strategic Advisors shared his prediction of such an...
January 01, 2009
Saving Along Ethnic LinesI was in Atlanta for a couple of days to attend Charles Schwab's INSIGHT 08 conference. Dorothy A. Brown's sojourn in the South has been...