Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Fundamentals Deliver Mixed Results
By Staff WriterIs fundamental indexing a better way to invest? A quick gander at the industry-sector exchange-traded funds following these alternative indexing strategies reveals a mixed bag in...
October 01, 2008
SPDRs Target International SectorsState Street Global has unveiled 10 new SPDR exchange-traded funds. The new set of ETFs provides exposure to international industry sectors. Each ETF is linked...
October 01, 2008
ETF Assets Decline by $32 BillionAccording to the Investment Company Institute (ICI), the combined assets of U.S. exchange-traded funds fell $32.25 billion to $578.07 billion in June. Even though this is...
October 01, 2008
MacroShares Plans Securities Tracking Home PricesMacroShares Housing Depositor plans to introduce two exchange-traded securities that will track the price movement of U.S. housing. The new securities will allow investors to...
October 01, 2008
Is Cuomo Hurting Wall Street?Is Cuomo Hurting Wall Street? While New York Attorney General Andrew M. Cuomo and the wirehouse broker-dealers say they are "pleased" with their recent ARS settlements,...
October 01, 2008
Fund Firms Embrace Treasury ProgramIn a move to boost investor's confidence in money market mutual funds, major fund companies have met the U.S. Treasury's October 8 deadline by joining...
October 01, 2008
Financial EminencesAutumn is back-to-school season, a time to hunker down in a library or your personal study with a good book and caffeinated beverage of your...
October 01, 2008
Carry the NewsWhen marketing consultant Peter Kaufman talks to financial advisors about what makes them different, he often gets this response: "I'm not like other advisors. I...