Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
A Game Plan for Longevity
By Alexei BayerAlexander Shaknovich doesn't break for lunch. A Harvard-MIT trained cardiologist, his career includes a position as Chief of Interventional Cardiology at New York Hospital-Cornell Medical...
January 23, 2008
R. James Boosts FAs, But Lowers EarningsRaymond James Financial has reported a 5 percent decrease over the prior year's quarterly net income to $56,242,000 or $0.47 per diluted share, for the first quarter ended December 31, 2007. Net reven
January 18, 2008
Smith Barney Boosts Results, Lowers HeadcountRevenues at Smith Barney grew 27 percent in the fourth quarter of 2007, Citigroup has reported, driven by an 18 percent growth in fee-based and net interest revenues and a 43 percent increase in trans
January 18, 2008
Merrill Hits 16,740 FAs, Adds 860 in '07Despite reporting sizeable net losses for the fourth quarter and full-year 2007 due to write-downs associated with U.S. collateralized debt obligations, Merrill Lynch says its private-client group con
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...