Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
BGI, Upromise Team Up on 529s
By Staff WriterBarclays Global Investors and Upromise Investments have introduced the iShares 529 Plan. It'll be the first 529 plan designed with portfolios that invest exclusively in iShares...
August 01, 2008
SPDRs Spins New Sector FundsState Street Global has introduced 10 new international exchange-traded funds. The new set of funds provides exposure to international industry sectors. Each ETF is linked...
August 01, 2008
Morgan Stanley Shares Q2 ResultsMorgan Stanley says income from continuing operations in the second quarter ended May 31, 2008, was $1 billion compared with $2.4 billion in the second...
August 01, 2008
Murdoch's Global Dow IndexOn August 4, Dow Jones Indexes, a leading global index provider, launched the Global Dow, an index with components are selected by the editors of...
August 01, 2008
The Oil 'Bubble'West Texas Intermediate Crude Oil (WTI), as measured by the United States Oil Fund (USO) has doubled in the past 12 months. Investors and consumers,...
August 01, 2008
Room to ImproveEvery financial advisor comes to the business with a different mix of personal strengths and weaknesses. Top producers aren't necessarily worthier than those who are...
August 01, 2008
GLD (Finally) Gets OptionsAfter a long four-year wait, trading of call and put options on the SPDR Gold Trust (GLD) has finally come to pass. The regulatory hurdles...
August 01, 2008
Passing the BatonMost small-business owners don't have an exit strategy -- and that's just as true for financial advisory firms as it is for their business-owner clients....