Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
College Board Stops Student Lending Program
By Kara P. StapletonThe College Board announced that it is ending its role as a lender in the Federal Family Education Loan Program (FFELP) and will not accept new loan applications after October 15, 2007.
August 01, 2007
UBS Appoints New HeadOn July 5, the UBS board of directors appointed Marcel Rohner as the company's group chief executive officer, succeeding Peter Wuffli. Rohner has been chairman...
August 01, 2007
All-Time HighJune 2007 saw an increase of over 10,000 new jobs in our industry, says Jeff Testerman, vice president of BrokerHunter.com. This is the biggest increase...
August 01, 2007
Lessons from a Young BrokerEvery investor dreams of getting in on the next Microsoft on the ground floor -- just before it's taken off. And every brokerage firm is...
August 01, 2007
Hidden MoneyThe typical way an advisor helps clients save for their kids' college education involves a savings vehicle like 529 plans. Here are some lesser-known ways...
August 01, 2007
BenefitStreet to Debut iShares' ETFsThe $2.5 trillion 401(k) business is up for grabs, and high-level scrutiny has presented ETF providers an opportunity to capitalize on this traditionally mutual fund-dominated...
August 01, 2007
MSC Boosts Assets; Commonwealth Recognized by PubsMutual Service Corporation (MSC) reports that it has increased its advisory assets under management by more than 20 percent, from $5.1 billion in August 2006...
August 01, 2007
Ratios Creep UpWhile exchange-traded funds (ETFs) continue to be a good deal for financial advisors and their clients, expenses aren't as cheap as they used to be. The...