Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Claymore ETF Changes Index
By Staff WriterThe Claymore/BBD High Income Index ETF (LVL) has changed its name and underlying index. The fund has been renamed the Claymore S&P Global Dividend Opportunities...
October 01, 2008
LPL Financial Has a New CFOLPL Financial has appointed Robert Moore to serve as its new CFO. He succeeds Bill Maher, who had been with the company since 2005 and...
October 01, 2008
As Goes Lehman, So Go Its ETNsThe stunning collapse of major financial institutions like Bear Stearns and Lehman Brothers Holdings has heightened the scrutiny of obscure financial products issued by these...
October 01, 2008
Bailouts & BenefitsPrevention is the best cure. Turning off the credit spigot in time would have been the most effective way to prevent the current financial meltdown....
October 01, 2008
And They're Off!Are they horses or wholesalers? That was my first thought as I entered the hotel lobby for my broker-dealer's most recent national conference. The room...
October 01, 2008
Meet the RichHow do the most affluent, the top 20 percent (quintile), think? What motivates them? Industry consultant Matt Oechsli addresses these issues in his newest title:...
October 01, 2008
Van Eck Launched Mideast ETFWhen it rains it pours. And lately, it's been pouring Middle East-focused exchange-traded funds. Van Eck Global is the latest provider to introduce an ETF focused...
October 01, 2008
Energy ETFs Hit by Lower Oil Prices, Political FalloutThe sun was shining on solar power and other renewable sectors at the end of September when the U.S. Senate passed a bill (the Energy...