Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Finances and the Perception of Retirement
By Lewis SchiffSlowing down and entering a perpetual vacation for the rest of their lives is no longer the goal for a large percentage of retirees, so...
September 01, 2008
Claymore Launches Maritime-Shipping ETFClaymore Securities, known for its narrowly focused exchange-traded funds (ETFs), has just launched the Claymore/Delta Global Shipping Index ETF (SEA). The ETF tracks companies from...
September 01, 2008
Lack of Demand Folds Some ETFsIf location, location, location is the main criteria when it comes to investing in real estate, then timing, timing and timing might be the most...
September 01, 2008
Got Marketing?When staffers at Quantuvis Consulting answer the telephone, callers are routinely greeted with this cheerful refrain: "How can I make your day great?" Engaging. Pro-active. Supportive. Exactly...
September 01, 2008
AIG Exec Larry Roth on Independence, Growth(CHICAGO) AIG Advisor Group President and CEO Larry Roth gave the opening address at the firm's "Why Women Are Winning" event. He later shared some...
September 01, 2008
Merrill Trims CDOs and Staff, as It Boosts Global FAs to 16,690Merrill Lynch says it had a second-quarter net loss of $4.7 billion vs. earnings of $2.1 billion a year earlier. Second-quarter 2008 results include a...
September 01, 2008
The Global PlannerHere's a startling statistic: By the end of this year, the number of non-U.S. CFP certificants will likely surpass the number of U.S. certificants. It's...
September 01, 2008
Rooting Out TreasuresDonald Putnam is a dream lunch guest. He is worldly, affable and articulate, with a fine gift of turning a quick aphorism. --- Who: Donald H. Putnam,...