Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Summer Rout Boosts Bear ETFs
By Staff WriterOne look at the stock quotes on your computer screen reveals a not so subtle theme: Red all over the place. The generally accepted definition of...
July 01, 2008
State Street Offers Global ExposureState Street Global Advisors (SSgA), the investment management arm of State Street Corporation (NYSE: STT) unveiled two new internationally oriented SPDR exchange-traded funds yesterday on...
July 01, 2008
Merrill Lynch Adds to Net Losses While Boosting Number of 'Experienced FAs'Merrill Lynch reported a net loss from continuing operations for the first quarter of 2008 of $1.97 billion and an overall net loss of $1.96...
July 01, 2008
Tiburon Panel Highlights Need for ImprovementTiburon Strategic Advisors, led by Chip Roame, wants its research to make executives and advisors think. But an informal discussion focusing on consumers, held during...
July 01, 2008
Northern Trust Enters the ArenaThe ETF marketplace has a newcomer. Northern Trust Global Investments has introduced a lineup of 12 foreign equity exchange-traded funds. The funds will track established...
July 01, 2008
Wachovia Board Bids Farewell to ThompsonWachovia announced June 2 that director Lanty Smith was appointed interim CEO, succeeding Ken Thompson, who retired at the request of the board; Thompson had...
July 01, 2008
How to Use Strategic ETFsDo you remember the first cell phone? The first public cell phone call was made about 35 years ago, in 1973. While the basic concept...
July 01, 2008
The ETF WayAlternative energy is on everybody's mind these days, and for good reason: Prices of oil have doubled in less than a year, and the trip...