Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
WOW Service
By Patricia J. AbramFinancial advisors often assume that their clients will mainly judge them on the criterion of investment performance. But research shows that when affluent clients fire...
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
Vanguard Goes BroadLooking for broad global diversification? Check out the newly launched Vanguard Total World Stock Index ETF (VT). The fund measures the market performance of large- and...
September 01, 2008
Today's 70 is Yesterday's 50The concept of the "New Retirement" has become as popular with near retirees as it is with those who recently entered the retirement zone. While...
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
The StrategistTalk about retiring today and it's enough to scare some people to death. That's not surprising considering the back story: the disappearing pension, rising health...
September 01, 2008
Biotech/Health CareThanks to new drugs, acquisitions and other factors, biotech and health-care firms alike are forging beneficial growth and development strategies - which is good news...