Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Covering College Costs
By Kara P. StapletonOn July 18, by a vote of 273-149, the U.S. House of Representatives passed legislation for an $18 billion college aid package, which its sponsors say will help millions of students and their families pay for college at no added cost to taxpayers. Those sponsors claim that the legislation will...
July 01, 2007
Finding Your LevelAll major events should be seen as a signpost for the future. Wachovia's acquisition of A.G. Edwards was predicted by the former's active acquisition history;...
July 01, 2007
Russia ETF Begins TradingAlthough there is growing tension between Russia and the European Union as well as the U.S. government, the first ETF to track Russia stocks has...
July 01, 2007
Commodities Garner RespectIf soaring commodity prices haven't caught your attention, maybe the rising number of exchange-traded products tracking them has. Halfway through the second quarter of 2007,...
July 01, 2007
The 22 Dimensions of an InvestorMy request to you for your best profiling questions was a homerun both for me and hopefully for you. I learned a tremendous amount about...
July 01, 2007
Textbook CaseLewis J. Altfest, one of the most quoted financial planners in the industry, has written what many consider to be the ultimate text on financial...
July 01, 2007
Job Growth Still on the Up & UpJob Growth Still on the Up and UpAccording to Jeff Testerman, vice president of sales for www.BrokerHunter.com in Atlanta, the industry has seen a welcome...
July 01, 2007
Barclays Launches REIT ETFsDespite cooling market performance for real estate investment trusts (REITs), more exchange-traded funds tracking the sector's underlying assets have been introduced. Barclays Global Investors (BGI) added...