Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Exploring the Mideast
By Staff WriterInvescoPowerShares 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
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,...
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
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
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,...
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
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...