Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Give, Wisely
By Kate McBrideNo one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
December 01, 2007
2007-2008: Executive PerspectivesThe past 12 months have been tumultuous for the financial-services industry, with the credit-related write-downs and related changes in leadership, mergers and acquisitions, and stock...
December 01, 2007
Making It to RetirementIn October, I had the privilege of interviewing award-winning journalist Gail MarksJarvis (www.GailMarksJarvis.com). Gail's Chicago Tribune columns reach millions of readers throughout the U.S. Prior...
December 01, 2007
Finding the Next GoogleWhen 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
Howard S. LorchManaging Director-Investments Wachovia Securities Career Began: 1969 Home Base: Houston, Texas Civic Affiliations: University of Houston, The 100 Club, M.D. Anderson Cancer Center, Boy Scouts of America When Howard Lorch...
December 01, 2007
Take Back the PieLast month, I reviewed one of the few books by financial advisors on investing. This was Investing on Autopilot by Robert S. Cable. This month,...
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