Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Finding the Next Google
By Alexei BayerWhen I was an undergraduate at Columbia in the mid-1970s, students at the university's top-notch School of Engineering had a reputation of being socially awkward...
December 01, 2007
Making It SimpleResearch: What's happening to the way Americans are structuring their financial relationships?Cohen: People have an innate desire for simplicity in their financial service relationships. About...
November 01, 2007
Thain Is New CEO of Merrill LynchMerrill Lynch says it hired former NYSE Euronext CEO John Thain to replace the brokerage firm's ex-CEO and chairman, Stan O'Neal, who "retired" on October 30, six days after the firm announced a write
November 01, 2007
O'NEAL RESIGNS AS CEO; WHAT'S NEXT FOR MERRILL?Merrill Lynch Chairman and CEO Stan O'Neal's retired on October 30, six days after the firm announced a write-down of some $8 billion due to its mortgage-related holdings; that amount represents about
November 01, 2007
Smith Barney Shares New '08 Comp PlanSmith Barney started the year with the return of Sallie Krawcheck. The re-tapped head of Citigroup's global wealth management divisions pledged to focus on several...
November 01, 2007
First Republic Bank Now Part of MerrillMerrill Lynch has completed the merger of First Republic Bank, which is now part of Merrill Lynch Bank & Trust. First Republic, a private banking...
November 01, 2007
Pershing Taps Tibergien; LPL Expands RelationshipPershing, a Jersey City, N.J.-based unit of the Bank of New York Mellon, has turned to industry consultant Mark Tibergien, formerly of Moss Adams in...
November 01, 2007
New Farm, REIT FundsVan Eck Global has introduced the Market Vectors Agribusiness ETF (MOO), which tracks the DAXglobal Agribusiness index -- itself comprising 40 ADRs and common stocks...