Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Substituting Stocks with ETFs
By Staff WriterFor 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
Talking TurbulenceWhat did you do to communicate with your clients during the market downturn earlier this year? If you answered "nothing," or had to stop and...
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
Excellent PresentationI have known many outstanding investors who have not survived as financial advisors. Perhaps in a subsequent business life, they will be reincarnated as quants...
April 01, 2008
The Go-Go SixtiesFor a decade that would be remembered as Wall Street's "go-go years," the 1960s began in an unpromising way. The Dow Jones Industrial Average, which...
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
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...