Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Know Your Client
By Bill MillerOne of the great joys of being a financial advisor is the opportunity it provides to develop a close relationship with your broker-dealer's compliance department....
March 01, 2008
Big Board Announces Amex DealNYSE Euronext has entered into a definitive agreement to acquire the American Stock Exchange (Amex). The proposed business combination, which has been approved by both...
March 01, 2008
New Commodities ETFThe Greenhaven Continuous Commodity Index Fund (GCC) is the latest entrant in the fast growing arena of commodity ETFs. The fund will track the Continuous Commodity...
March 01, 2008
The Effective ExecutiveFor years now, I've been writing books and articles about the virtual office and office efficiency, but lately my attention has turned to personal productivity. Why?...
March 01, 2008
Crossing the 'Ts'Burk and Julie Rosenthal remember the day when they sat down with their client to discuss the 72(t) distribution plan he had already begun. He...
March 01, 2008
Subprime ProphetGary Shilling meets me at the bar of the restaurant with a large plastic jar in his hands. Since developing a serious beekeeping hobby a...
March 01, 2008
More Than (Just) MoneyInheritance can be a sensitive issue, primarily for clients of course but also for their advisors. For clients, there may be the shock of death,...
March 01, 2008
Advisors Buck Trend of Falling ResultsSome global investment firms are reporting sizeable net losses for the fourth quarter and full-year 2007 as a result of write-downs associated with U.S. collateralized...