Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How Will a Networker Work?
By Jane Wollman RusoffThe idea is to "create wealth, not just make money," says the ambitious Watkins, 28, who wants to "lead the new generation" to a secure...
May 05, 2008
Data Says Securities Jobs Stay SteadyEmployment in the securities industry continues to show a great deal of resiliency in spite of what has appeared to be insurmountable pressure from the overall economic slowdown and the fallout over s
May 01, 2008
19 ETNs Launch in AprilWith the launch of 35 new Exchange Traded Vehicles (ETVs), April was one of the busiest months in a long time for the exchange-traded field:...
May 01, 2008
Is America Irrelevant?Robert Reich's recent commentary on "Marketplace," a public-radio business program, addressed the impact of the impending U.S. economic recession on emerging economies. Gone are the days...
May 01, 2008
Equal Weighting: Five-Year AnniversaryRydex Investments just celebrated the fifth anniversary of its innovative Rydex S&P Equal Weighted ETF (RSP). The fund, which is based on the S&P 500 Equal...
May 01, 2008
Questioning Active ETFsThe debut of exchange-traded funds (ETFs) that are actively managed has been a long awaited moment for ETF insiders product developers, and other industry types....
May 01, 2008
A Magnet for Active RetireesWho: Jim Naugle, Mayor of Ft. Lauderdale, Fla.Where: Creolina's, 209 SW 2nd Street, Ft. Lauderdale, Fla., January 29, 2008On the Menu: Chicken Proven?al, Bananas Foster...
May 01, 2008
The Sideways SeventiesThe 1970s evoke, in some people, feelings of nostalgia for platform shoes, bell bottoms, Pet Rocks, Soul Train, mood rings, CB radios, Bruce Lee, Farrah...