Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Payouts Up, Fees Down at Commonwelth
By Janet Levaux"This is the first year in which fees are exceeding commissions for us as a firm," says Wayne Bloom of Commonwealth Financial network. As a...
May 01, 2007
Rating ETFsHaving trouble making sense of the ever-growing ETF marketplace? Asset management firm XTF has introduced a free rating service intended to help financial advisors to...
May 01, 2007
Vanguard Adds International OfferingsAlthough early 2007 saw previously ebullient overseas equity markets start to look a bit less secure, the more balanced environment has yet to deter the...
May 01, 2007
Putting A Human Face on Retirement InvestingAs this letter goes to press, a bank will be wiring to my mom's account a sum representing her entire life savings. I've been involved...
May 01, 2007
Systems and SolutionsTrust a Massachusetts Institute of Technology grad to perceive estate planning as "an engineering problem." "It's how you put the pieces together to best serve families...
May 01, 2007
Smith Barney Shares More Details on New Comp PlanSmith Barney has been tweaking its new compensation plan a bit, since rolling it out in December 2006. "It's generally been well received, says Kevin...
May 01, 2007
Sustainability Goes MainstreamSustainability has evolved from a niche issue to an established feature of the investment landscape. As part of this transformation, the concept has expanded from...
May 01, 2007
Blogging for BusinessFinancial advice is all about client communication. A weblog, or "blog" for short, is about communication too. Is there a place, then, for blogging in...