Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
More Politicians Call for Iran Diverstment
By Janet LevauxOhio State Reps. Shannon Jones and Josh Mandel are pushing for state legislation that would prohibit some state investment funds from owning shares of companies...
June 01, 2007
Adding ETFs to Managed AccountsSecurian Financial Services has introduced a new investment platform that uses exchange-traded funds. Dubbed "Securian Signal," the new managed accounts marry index investments with strategic...
June 01, 2007
How You Are HeardStrong communication skills are imperative to success in the financial planning industry. Whether it's prospecting new clients, working well with employees, or dealing with vendors,...
June 01, 2007
Bond iShares Get CompetitiveOver the past several years Barclays Global Investors (BGI) has been the lone provider of U.S.-listed bond ETFs, but now they've got company. In April, the...
June 01, 2007
Among IBDs, a Blue Chip ChoiceBreaking with an already established tradition, I meet Larry Roth not at the restaurant where we were going to have lunch, but at Royal Alliance's...
June 01, 2007
Merrill Nears 16,000 FAs; AUM Tops $1.6 TrillionMerrill Lynch has reported its second-best results ever, says Richard X. Bove of Punk, Ziegel & Company in Lutz, Fla. The company continues to aggressively...
June 01, 2007
Steady at the HelmAs Winston Churchill crisply summed up: "The question which we must ask ourselves is not whether we like or do not like what is going...
June 01, 2007
The Right PrescriptionAs baby boomers age, drug retailers should see rising pharmacy use and growing sales in coming years, analysts say. John W. Ransom Raymond James Associates 727-567-2593 [email protected] Area of Coverage:...