Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
SSgA Adds Bond Funds
By Staff WriterState Street Global Advisors (SSgA) recently launched five fixed-income ETFs based upon one Barclays and four Lehman bond indices; investors may cheer the offerings' lower-than-average...
August 01, 2007
Machiavelli to Macbeth"When taking a state, a conqueror must arrange to commit all his cruelties at once," writes 16th century Italian political philosopher Niccolo Machiavelli, "but benefits...
August 01, 2007
Merrill's McCann Speaks Out on FAs, A.G. Edwards and Rule 202What is that status of Merrill Lynch's private client group?If you take a long-term perspective, the business was restructured and repositioned between 2001 and 2003....
August 01, 2007
Small by DesignAs we confirm our lunch appointment, Ted Charles comments on the famous selection of wine at 21 Club. We commiserate with one another that we...
August 01, 2007
Tassel HassleA hot-button issue this time of year that brings clients to advisors is funding their child's college education. "The reason is just plain, old cost,"...
August 01, 2007
A Winning TeamOne of my old mentors had a favorite definition of "T.E.A.M." -- Together Everyone Achieves More. Holding true to this mantra over many years played...
August 01, 2007
Cr?me de la Cr?meA smart and pithy saying goes: We create our own opportunities. Wiser still is the person who seizes only the best of them. Michael Rogers,...
August 01, 2007
The Latest Notes on ... NotesBarclays Global Investors was among the earliest providers of exchange-traded funds (ETFs) in the U.S. market, but now has its sights set on another cutting-edge...