Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Meet the Rich
By Mary ScottHow 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
A Bridge of UnderstandingMitch Anthony, an industry leader in relationship skills, has long noted the transformation of the industry from being product-oriented to client-oriented. In his new book,...
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...
October 01, 2008
ARS Deals Reached with Cuomo, OthersMerrill Lynch, UBS, Wachovia, Citigroup, Morgan Stanley and other firms recently resolved a series of issues with New York Attorney General Andrew Cuomo and other...
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...
October 01, 2008
Get Published!Speaking of credibility, let me just get mine out of the way. Since January 1984, I have had an article published in a major trade...
October 01, 2008
Wachovia Taps BofA Exec for Chief Investment SlotWachovia Securities says Tom McManus, formerly managing director and chief investment strategist at Banc of America Securities, has joined the firm as its new chief...
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...