Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Clearers on the March
By Jane Wollman RusoffBear Stearns' sudden collapse last March indeed shook Wall Street and sent shock waves throughout every financial market around the globe. But at least one behind-the-scenes...
September 01, 2008
Gratitude Is a Great InvestmentRecently, I built myself a gratitude portfolio--a set of practices that help me to experience and express gratitude--and it's yielding robust returns of greater happiness...
September 01, 2008
Good for GM?"What's good for General Motors is good for the country," GM president Charles Erwin Wilson reportedly declared in the Senate in 1953. Historians claim that...
September 01, 2008
UBS Settles in Massachusetts, Hit with New York LawsuitMassachusetts Attorney General Martha Coakley says UBS will pay $1 million related to the sales of auction rate securities to certain Massachusetts towns and cities....
September 01, 2008
The Commodities Blame GameWho's to blame for soaring commodity prices? Inquiring minds want to know. How do we explain crude's rapid ascent from $50 a barrel at the beginning...
September 01, 2008
A Conversation with Bob KerznerBob Kerzner is a passionate advocate for the life insurance industry. Since 2004 he has been the President & CEO of LIMRA International, a world-wide...
September 01, 2008
What's in the Stars?Indexing/Commentary What's in the Stars? The PowerShares Dynamic Large Cap Value Portfolio (PWV) and the Dynamic Mid Cap Growth Portfolio (PWJ) are the first ETFs of their...
September 01, 2008
WOW ServiceFinancial advisors often assume that their clients will mainly judge them on the criterion of investment performance. But research shows that when affluent clients fire...