Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Students and Teachers
By Bill GoodBragging rights: the right to boast after winning a game or beating an opponent. I really did earn bragging rights. The game, which I won, is...
July 01, 2008
Globalization NowGlobalization. We hear the term over and over nowadays yet it's often hard to define succinctly because it encompasses myriad issues. At its core, globalization...
July 01, 2008
An Attitude of GratitudeIt's hard not to be a little awestruck by the prodigious effort that Wendi Eckardt gives to her job ("Portrait of a Branch Manager"). Working...
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
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
Greener PasturesLooking over the fence at other broker-dealer pastures is always a fun experience for financial advisors. An advisor at one firm might look longingly at...
July 01, 2008
Dividends Gain AppealIf your clients' stock portfolios aren't earning their desired returns, it might be time to start focusing on dividends. Consider this statistic: between 1999 and...