Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Helping to Save Investors from Themselves
By Staff WriterAs America's financial crisis attempts to resolve itself, one can only wonder what comes next. So many unnerving events have happened during such a short...
November 24, 2008
Citi Gets Government Support; Shares UpCiti shares have recovered somewhat to trade at $6 a share after trading near $3 last week, after the company reached an agreement with the U.S. Treasury, the Federal Reserve Board and the Federal Dep
November 20, 2008
Citi Under PressureCiticorp's shares traded under 5 on November 20 as the Dow moved toward 7,500, even though Saudi Prince Alwaleed bin Talal had said he plans to increase his stake to 5 percent from less than 4 percen
November 12, 2008
Hoekstra Replaces Indicted Weil At UBSUBS, which has some 8,200 financial advisors, says that Raoul Weil, the head of UBS Global Wealth Management and Business Banking and a member of the Group Executive Board, has been indicted by a fede
November 12, 2008
Zero-Cost Ways To Recession-Proof Your PracticeThe desire to keep your business rolling through these recessionary times has never been stronger, as the volume of business you're able to generate continues to fall while cost of operations keeps ri
November 11, 2008
Merrill's Thain Expects Extended DownturnMerrill Lynch Chief Executive John Thain has said he does not expect the global economy to recover quickly from the credit crisis and that the environment more closely resembled 1929, the advent of th
November 11, 2008
FPA Names New LeadershipIn addition, six new members were elected to its board of directors - Michael Branham, CFP; Diana DeCharles, CFP; Paula Hogan, CFP, CFA; David "Dusty" Huxford, Jr.; Martin Kurtz, CFP;AIFA; and Michael
November 07, 2008
OBAMA, THE MARKET & THE ISSUES (Nov. 5, 2008)[W]e believe the election decision itself will likely act as a tonic for asset values. Investors during these difficult economic and financial times welcome the energy and leadership that the new pres