Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Founding Father of Finance
By Kenneth SilberOn the grounds of lower Manhattan's Trinity Church stands the gravestone of Alexander Hamilton, whose distinctions include being the nation's first Secretary of the Treasury....
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...
January 01, 2008
First-Hand Look at the FedSince last September, Vincent Reinhart has been resident scholar at the American Enterprise Institute, a Washington think tank, where he has the freedom to conduct...
January 01, 2008
Expenses Level OffDuring the fourth quarter, expense ratios in most ETF categories increased modestly or remained the same from the third quarter. The "industry and sector" group had...
January 01, 2008
New Year's DelusionsHere we go again... another brand new year. Along with a new number to forget to write on our checks, there are many positive things...
January 01, 2008
Connecting with Clients: "The Elements of Persuasion" by Richard Maxwell and Robert DickmanI recently attended a conference spending two days in a windowless room listening to PowerPoint presentation after PowerPoint presentation. On the plane ride home, I...
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...