Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Undead Rise Again
By Bill GoodChances are you will have this copy of the magazine in hand on or about Halloween, with its various ghostly phenomena. I would suggest that...
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
The New Retirement AdvisorThere's been a lot of talk about retirement income distribution planning over the last couple of years. Now for the action -- early stage industry...
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
Brokers & Other MonstersIf you generally feel good about being a financial advisor, it's probably not because of the glowing depictions of the field you've seen in movies...
November 01, 2008
The Big PictureThere used to be a commercial for kosher franks which checked off all kinds of chemicals, dyes, meat byproducts and other additives the government allowed...
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...