Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Munibond ETFs Are Screaming Opportunity
By Staff WriterWhen was the last time municipal bond yields were higher than those of U.S. Treasury bonds? As of March 5, the SPDR Lehman Municipal Bond ETF...
April 01, 2008
Seeking SimplicityDo you remember when Microsoft first introduced PowerPoint in the early 1990s? We all thought it was so great. Now our presentations could easily include...
April 01, 2008
ETF Assets Rise by $36 BillionAccording to the Investment Company Institute, or ICI, the combined assets of U.S. ETFs increased by $36.30 billion to $608.42 billion in December. The latest asset...
April 01, 2008
Optimism on Gold-ETF OptionsIt appears the Securities and Exchange Commission (SEC) and the U.S. Commodities Futures Trading Commission (CFTC) have agreed to resolve jurisdictional authority with regard to...
April 01, 2008
Claymore Revamps Product LineOne week after announcing 11 ETF closures, Claymore Securities introduced three new funds. The new products are designed to follow broad markets representing the value...
April 01, 2008
Advisors Changing Product MixMutual funds have long been the investment vehicle of choice for many investors and financial advisors, but changing times may be on the way. A...
April 01, 2008
Fund Focus: Financial/Banking ProductsDespite the stunning fall of Bear Stearns, banking and financial ETFs rebounded a bit from their earlier-in-the-year market lows. They are, however, still lagging way...
April 01, 2008
Commodities Shine in Current MarketThe bull market that left the stock market has rediscovered itself in commodities. One of the latest commodity funds to hit the ETF market is the...