Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
From $200 a Barrel Oil to ?
By Staff WriterIt wasn't too long ago that analysts predicted oil prices to skyrocket to $200/barrel. Even though crude oil did sell for as much as $147/barrel...
December 01, 2008
Northern Trust Launches Global ETFNorthern Trust's NETS FTSE CNBC Global 300 Index Fund ETF (MYG) was introduced for trading on the NYSE Arca stock exchange on November 19. The new...
December 01, 2008
Financials: Close to Bottoming?Congratulations to Citigroup's executive management for convincing the U.S. government to give it $20 billion in fresh capital and guaranteeing $306 billion in toxic assets....
December 01, 2008
Emerging-Markets MeltdownIt wasn't supposed to be like this. Emerging market stocks were supposed be the future of capital growth. They were a source of spectacular gains. In...
December 01, 2008
Wise CounselNormally, when people make investment choices preparing for retirement, they tend to look at their monthly bank and financial statements and the value of their...
December 01, 2008
How Index ETFs Top RivalsOver 15 years ago, in 1993, the S&P Depositary Receipts (SPY) went up against a who's who of fund heavyweights; Fidelity Magellan, Legg Mason Partners...
December 01, 2008
Morgan Stanley Advisors Join Bank-Deposit PushMorgan Stanley says it has begun "leveraging" its 8,500 financial advisors, 500 retail offices nationwide and new bank-holding structure, to build new bank deposits. The...
December 01, 2008
Time for Action!For years, the U.S. economy was like the 2007 New England Patriots: undefeated, untarnished. How the mighty have fallen. It's time now for financial advisors to...