Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
OBAMA & TAXES: 2008 VS. 2009 (Nov. 5, 2008)
By Staff WriterThe busiest season for taxes is usually in the spring but it could pick up in the next two months as small business owners and high net worth individuals try to protect their assets from anticipated c
November 01, 2008
Claymore Launches Global Shipping FundClaymore Securities, known for its narrowly focused exchange-traded funds, has just launched the Claymore/Delta Global Shipping Index ETF (SEA). The ETF tracks companies from the...
November 01, 2008
Time for a Deep BreathThese are interesting times, indeed, notes Jeff Testerman of www.brokerhunter.com in his latest employment report. The economy recently suffered its worst job loss since March...
November 01, 2008
Has Gold Lost Its Mojo?After breaking the $1,000 an ounce barrier during the spring, gold's seemingly invincible run has hit a brick wall. Has gold lost its mojo? The price...
November 01, 2008
ETFs vs. Mutual FundsEarlier this year, during April, May and June, ETF Providers were busy launching new ETFs. Close to 110 new ETFs were unveiled in this three-month...
November 01, 2008
AIG Advisors: What's Next?In early October, American International Group said it would "refocus the company on its core property and casualty insurance businesses, generate sufficient liquidity to repay...
November 01, 2008
Mutual Fund Converts to ETFIt's been a rare occurrence, but some closed-end mutual funds are opting to become exchange-traded funds. To that end, Claymore Advisors announced that the shareholders of...
November 01, 2008
Bear Stearns Liquidates ETFJust months after being launched, the plug has already been pulled on the Bear Stearns Currency Yield Fund (YYY). The fund, which gained infamy for...