Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Best Behavior
By Jane Wollman RusoffSome folks hatch their best ideas while sitting at a desk, flossing their teeth or sipping joe at Starbucks. Not Shlomo Benartzi. His creativity is...
February 17, 2009
College Savings Watch: Stimulus Bill Permits Use of 529 Funds for ComputersExpands permitted use of college savings vehicle for student computer purchase
January 16, 2009
Research Contributing Editor David Drucker, CFP, is an expert on technologyResearch Contributing Editor David Drucker, CFP, is an expert on technology and other aspects of the financial-services industry.
January 13, 2009
SCHWAB'S SONDERS CAUTIONS ON ECONOMYWe 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 02, 2009
B OF A, MERRILL LYNCH COMPLETE MERGER (JAN. 2, 2009)"We created this new organization because we believe that wealth management and corporate and investment banking represent significant growth opportunities, especially when combined with our leading c
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
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...