Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
UBS, Genworth Add Income-for-Life Product to 401(k)s
By Janet LevauxUBS Global Asset Management and Genworth Financial Inc. have announced a deal to introduce a guaranteed income for life option for 401(k) participants that will be made available with UBS's recently a
January 11, 2008
Greenspan to Speak at Pershing's INSITE '08Pershing LLC, a unit of the Bank of New York, will showcase a variety of financial, economic, political and other developments during INSITE 2008, a financial products and services conference set to t
January 09, 2008
Securities Jobs Weaken, But Just a BitThe December employment report issued on January 4 showed the weakest job growth since August of 2003, with only 18,000 jobs added in the entire non-farm jobs area and unemployment shooting up to 5 pe
January 02, 2008
FSI Elects '08 LeadersThe Atlanta-based Financial Services Institute, or FSI, says the industry group's board of directors has unanimously elected Brian Murphy, chairman of Woodbury Financial Services of Woodbury, Minn., a
January 01, 2008
Shorting the China BoomA meteoric run-up in Chinese stocks has some investors believing a strong reversal could be in the works. If that happens, now they'll get the...
January 01, 2008
Looking Back -- and AheadAnniversaries are naturally times to reflect on the past. As we complete our 30th year in print this summer, we inaugurate a new monthly feature...
January 01, 2008
Target-Date ETFs: Ahead of Their Time?Traditional mutual funds still rule the $2.5 trillion 401(k) marketplace, but that could soon change. Target-date ETFs have crashed the party. In October, XShares Advisors launched...
January 01, 2008
BGI Broadens Its Global LineBarclays Global Investors (BGI) has introduced eight new iShares international ETFs that provide exposure to Asian shares, emerging markets, various real estate opportunities and small-cap...