Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
UBS Shifting Strategies as Write-Downs Continue
By Janet LevauxWith UBS expecting to write down $19 billion in the first quarter of 2008 on U.S. real estate and related structured credit positions and a...
April 25, 2008
This is the second in a series of interviews of Ken Silber, Research Senior Editor, on the topic ofThis is the second in a series of interviews of Ken Silber, Research Senior Editor, on the topic of financial history. Gabriel Wisdom conducted the interview on the April 23, 2008 airing of The Gabe W
April 25, 2008
Credit Crunch ConcernsThe Bush administration has asked that Congress permit it to buy billions of dollars in federal student loans, endorsing a provision in a bill passed...
April 17, 2008
Merrill Posts Loss, Shares FA DataAfter posting a net loss and write-downs of additional $6.5 billion in the first quarter of 2008, Merrill Lynch says it is cutting some 3,000 jobs - but that plan leaves its 16,000 financial advisors
April 01, 2008
Merrill Outlines Growth, Names CAO and Explains $60 Million ChargeMerrill Lynch President and COO Greg Fleming has made quite a bullish case for the company's global wealth management operations. In a presentation during the...
April 01, 2008
Specialized Gold Notes LaunchedDeutsche Bank has issued three specialized exchange-traded notes (ETNs) linked to gold. The DB Gold Double Long ETN (DGP) aims to provide double monthly upside...
April 01, 2008
Greenhaven Tracks ReutersAs the interest in commodity investments grows, ETF providers are trying to meet that demand. The Greenhaven Continuous Commodity Index Fund (GCC) is the latest...
April 01, 2008
The Other Half of the Indexing DebateOver the past few years, investors have been entertained by the mudslinging between two distinct camps of index investing: traditional indexers vs. fundamental indexers. The first...