Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The 22 Dimensions of an Investor
By Bill GoodMy 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
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...
July 01, 2007
XTF Strikes Variable Universal Life DealExchange-traded funds are showing up in new places. Life insurance companies are now incorporating ETF solutions as sub-account investment options in both variable life and...
July 01, 2007
The Partnership PredicamentWhy do advisors consider taking on a partner in the first place? Maybe it's in hope of realizing economies of scale. Or maybe it's because...
July 01, 2007
Client DepreciationWhile attending a recent broker-dealer conference, I had the opportunity to talk with a group of financial advisors in a relaxed, pub-like atmosphere. Just like...
July 01, 2007
Investor BewareIf you still have doubts whether or not there is a massive bubble in emerging financial markets, just look at the eurobond market. The JPMorgan...
July 01, 2007
Quality Flight Gains HeightDividends are back in vogue in a big way. Wall Street observers point to several factors contributing to this 180-degree shift -- Baby Boomers facing...
July 01, 2007
Inherit the WindfallMoney is neither good nor bad. Anyone hoping to win the lottery would disagree. But that's what Susan Bradley, founder of Sudden Money Institute insists....