Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Krawcheck to Lead Smith Barney as FA Production Tops $665,000
By Janet LevauxWith headlines about his relationship with CNBC news anchor Maria Bartiromo and warnings from Citigroup Chairman and CEO Charles Prince about spending, Todd Thomson decided...
March 01, 2007
Merrill CEO Pay Hits $48 million as Firm Buys First RepublicJust as the peak in oil prices and earnings drew politicians' attention in 2006, Wall Street pay packages appear to be doing the same in...
March 01, 2007
New Bond ETFs Trade on NYSEDespite the booming number of new ETFs over the past several years, the bond category has been relatively quiet, but Barclays Global Investors (BGI) has...
March 01, 2007
Wisdom Tree Enters 401k FieldExchange-traded funds (ETFs) are invading the 401(k) marketplace, and it doesn't look like the big push will let up any time soon. The latest entrant is...
March 01, 2007
ETF Assets Up $13.4 BillionAccording to the Investment Company Institute (ICI), the combined assets of U.S. ETFs grew $13.43 billion to $396.73 billion in November. This represented a 3.5 percent...
March 01, 2007
Energy, Metal and Ag Funds LaunchedCompared to stocks and bonds, commodities still have a lot of respect to gain as a "standard" asset class, and PowerShares and Deutsche Bank hope...
March 01, 2007
State Street Returns to Its RootsBeing "old school" isn't always such a bad thing. In the case of the burgeoning ETF business, having a long track record seems to be...
March 01, 2007
First ImpressionsYou only get one chance to make a first impression. I remember how my dad used to tell me that over and over again. And...