Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
ETF Assets Decline by $32 Billion
By Staff WriterAccording 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
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
ING Pushes Its PortfoliosAs the boom in the number of exchange-traded funds (ETFs) and exchange-traded notes (ETNs) continues, another related boom is happening: model portfolios that utilize these...
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
UBS Restructures, Tweaks CompensationFollowing a second-quarter loss of about $330 million, UBS says it will separate its business divisions into three separate units, with each having more operational...
October 01, 2008
Mind Over MoneyIn Act I of his career, James Grubman, Ph.D., collaborated with physicians to help patients battling the psychological stresses of head injuries, strokes and chronic...
October 01, 2008
A Conversation with David Salisbury of the Employee Benefit Research InstituteOne of the most enjoyable and enlightening conversations I've ever experienced was with Dallas Salisbury, president & CEO of Washington-based Employee Benefit Research Institute. For...