Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
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By Kara P. StapletonThe Financial Planning Association (FPA) announced its lineup of Virtual Learning Center sessions for September. The sessions provide "unique educational opportunities for the financial planning community" and consist of a multimedia presentation and a question and answer period.
September 01, 2008
HealthShares' Major SurgeryXShares Advisors says the board of directors of its flagship ETF family, HealthShares, has approved a reorganization of 19 HealthShares ETFs, which includes liquidating 15...
September 01, 2008
Exploring the MideastInvescoPowerShares has introduced a new exchange-traded fund (ETF) that will track frontier markets in the Middle East. The PowerShares MENA Frontier Countries Portfolio (PMNA) will follow...
September 01, 2008
Gold Loses Its LusterAfter breaking the $1,000-an-ounce barrier during the spring, gold's seemingly invincible run has hit a brick wall. The price of this storied yellow metal has...
September 01, 2008
BGI Launches Theme FundsOne of the developing trends over the past few years has been theme-based investments. The idea is to focus on emerging ideas that may reshape...
September 01, 2008
Raymond James Turns Closed-End Fund into ETFIt's been a rare occurrence, but some closed-end mutual funds are opting to become exchange-traded funds (ETFs). For instance, Claymore Advisors has just announced that...
September 01, 2008
Pimco Moves into ETFsPacific Investment Management Co.'s (Pimco) reputation as a shrewd bond fund manager has served the company well. Soon, everyone will learn if that reputation can...
September 01, 2008
Dear Mr. President ...Dear Mr. President (and Mr./Ms. Investor): You have inherited a mess. This is the subject of a recent monthly investment-outlook newsletter penned by Bill Gross. Gross,...