Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Thain Tapped as Merrill's New CEO
By Janet LevauxMerrill Lynch is now led by John A. Thain, 52, the former chief executive officer, director and member of the management committeee of NYSE Euronext...
January 01, 2008
Deep in the Heart of TexasAt least seven different financial advisory firms vie for business in wealthy little Corsicana, Texas -- population 25,000 -- where ample oil profits have made...
December 18, 2007
MCCOLGAN TO LEAD MORGAN STANLEY'S ADVISORSMorgan Stanley says it has tapped former Fidelity Investments executive and industry veteran Ellyn A. McColgan, 53, as the new president and chief operating officer of the its global wealth management
December 01, 2007
SPA Launches MarketGrader ETFsSPA ETFs has launched a new series of six exchange-traded funds with underlying fundamentally driven indices designed by U.S. research company MarketGrader to beat the...
December 01, 2007
Raising ETF AwarenessRydex Investments has announced the launch of a comprehensive educational initiative to help bridge the gap between the burgeoning ETF marketplace and investor awareness about...
December 01, 2007
Make 'Em LaughI read a book last weekend that turned heads at the hair salon, and prompted a 12-year-old to banish me from the family room, because,...
December 01, 2007
ExpectationsTo quote Johnny Mathis, "It's the most wonderful time of the year." In fact, if you close your eyes and take a deep breath, you can...
December 01, 2007
PowerShares Debuts Bond FundsPowerShares Capital Management has expanded its family of fixed-income exchange-traded funds (ETFs). The company has listed five new funds, including an emerging markets fund as well...