Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
RJFS' Recruiting Team Takes Shape in 2007
By Janet LevauxRaymond James Financial says its private client group grew pre-tax income 47 percent as commissions and fees experienced "healthy increases," in the quarter ended December...
April 01, 2007
ProShares Introduces Sector ETFsThe old axiom on Wall Street is that money can be made in any kind of market. To that end, Bethesda, Md.-based ProShare Advisors has...
April 01, 2007
Mid-Cap SPDRs Get Strong StartCould this be the year that mid-caps outperform? After lagging in 2006, mid-cap stocks are on the rise. As of mid-February, the Mid-Cap SPDR (Amex:MDY) was...
April 01, 2007
Bringing ETFs to 401(k)sIn mid-February, National Planning Corporation (NPC) announced the launch of a 401(k) retirement plan program designed to give small and mid-sized companies the ability to...
April 01, 2007
Warming UpSome analysts predict that supply and demand changes in 2007 could work in favor of the coal sector, --- Mark L. Reichman A.G. Edwards [email protected] 314-955-6557 Area of Coverage: Coal Outlook: We...
April 01, 2007
Fee-Based Business and Clients's Bests InterestsIn reference to the quotation by [CEG Worldwide Founder] John Bowen [in the February cover story] that the fee-based model is "...the right thing by...
April 01, 2007
Dead Wrong About InheritorsFinancial advisors hoping to build more profitable businesses are often fascinated with the potential of the inheritors market. Such advisors frequently cite predictions that from...
April 01, 2007
Is Your Portfolio Bilingual?Harvard University's rich (and closely watched) endowment continues to capture stellar returns. The $29.2 billion Harvard investment portfolio earned an annualized 10-year performance of 15.2 percent...