Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
An Equal-Weight SP Approach
By Staff WriterEqual-weight indexing is fighting for its share of respect and Rydex Investments plans to make sure it happens. In its new ETFs that track the...
January 01, 2007
Mutual Funds You Can TrustIn the November cover story, "Mutual Funds You Can Trust," Morningstar incorrectly placed Old Mutual Dwight S/T Fixed Income Z (OBCPX) among the worst funds...
January 01, 2007
SSgA Launches Japan ETFsOver the past year, Japanese stocks have lagged most countries in the Pan-Asia basin. But that hasn't stopped State Street Global Advisors (SSgA) from launching...
January 01, 2007
Hunting Social, Other DividendsNew exchange-traded funds (ETFs) with specialized strategies have been the rage on Wall Street -- and the rage continues. Targeting income-oriented investors, Vanguard has just introduced...
January 01, 2007
Time to Focus on FA FailureI have worked in the industry for over 20 years, and it still amazes me that the estimated failure rate of new advisors remains at...
January 01, 2007
Befriending Your BrainIf you and your clients have a New Year's resolution to be better and smarter investors, then you may want to check out Forbes columnist...
January 01, 2007
Back to SchoolOver the years I've heard many financial advisors decry the insufficient training they received in the nuts and bolts of financial planning. All too often,...
January 01, 2007
Morgan Stanley Supports Film Contest"The Pursuit of Happyness" stars Will Smith as Christopher Gardner, a struggling single dad, who joined Dean Witter as a broker-intern and now runs his...