Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Merrill Taps McQuade to Head U.S. Banks
By Janet LevauxMerrill Lynch says Eugene M. McQuade has been appointed vice chairman and president of its U.S. banking operations. This includes oversight of all U.S. banking operations, such as Lynch Bank USA (MLBU
February 11, 2008
Securities Jobs Stay in the BlackIn an act of gravity-defying levitation, the securities industry added 7,800 jobs recently against heavily revised government statistics for all sectors -- including securities and insurance job class
February 11, 2008
Incapital to Buy LaSalle from BofAIncapital LLC says it has struck a deal with the Bank of America to acquire LaSalle Broker Dealer Services Division; the purchase could be completed as early as March 30. "Corporate issuers, broker-de
February 01, 2008
Love Is in the AirNo month shouts "LOVE" like February. If you happen to sell roses, or your last name is Hallmark, you know what I'm talking about. The...
February 01, 2008
Bad News for Currency ETNsThe tax advantage of exchange-traded notes (ETNs) linked to currencies has evaporated and the status of notes linked to commodities and stocks remains in limbo. In...
February 01, 2008
XShares and RPG Target 401(k) PlansXShares Advisors, sponsors of the TDAX, Adelante and HealthShares ETF families, has entered into a strategic partnership with retirement plan services vendor RPG Consultants in...
February 01, 2008
Are Active ETFs on the Horizon?According to a late November SEC filing, PowerShares Capital Management could be gearing up to launch four actively managed exchange-traded funds:o PowerShares Active AlphaQ Fundo...
February 01, 2008
Year of the Bond ETFWith so much happening in all directions, last year was insane for the ETF industry, even in relatively staid areas like fixed-income. The number of...