Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
State Street Seeks Foreign Dividends
By Staff WriterState Street Global Advisors, the investment management arm of State Street Corporation, has launched the SPDR S&P International Dividend ETF (DWX). The fund will track...
April 01, 2008
Substituting Stocks with ETFsFor investors sitting on big-time stock losses, now might be a good time for a spring cleaning. In the past year, Washington Mutual (WM) has lost...
April 01, 2008
LPL Financial Taps Feeney as CIOLPL Financial has named Chris Feeney as chief information officer. He reports to Esther Stearns, president and COO, and is responsible for overseeing the firm's...
April 01, 2008
India ETF Debuts on NYSE ArcaThe PowerShares India Portfolio (PIN) began trading March 5 on the NYSE Arca. The new fund follows the Indus India Index which provides coverage to industry...
April 01, 2008
A Test of TrustIt seems that each passing day brings more bad economic news: a softening job market; weak retail sales; deepening bank troubles; record foreclosures; a shaky...
April 01, 2008
Keeping Up with ConnellySome take shelter in the safe and familiar. Others seek the scary and unknown. That's Elizabeth Connelly. She's driven by the rush of risk-taking. It's because...
April 01, 2008
Finding (and Keeping) Wealthier ClientsFinancial advisors understand that with increasing competition, downward pressure on fees and commissions, and rising expenses and compliance costs, finding and satisfying wealthy clients has...
April 01, 2008
NAVA Confab Showcases Growth and '08 DirectionNAVA, the association for insured retirement solutions, is upbeat about the state of the industry's main initiatives in public relations and regulatory affairs, according to...