Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
'Late Stage' College Planning
By Marie SwiftAdvisors don't need to be reminded how much of an expenditure paying for college has become for their clients. We've all seen examples of how...
January 01, 2007
XTF Takes Aim at InvestorsMike Woods, CEO of New York-based XTF Advisors, wants his fledgling firm to become as integral to the retail exchange-traded industry as the ETFs themselves....
January 01, 2007
Securities and Bond Groups Merge, SIFMA Now Represents the Industry(Boca Raton, Fla.) Last year, comedian Dennis Miller turned a few people off with his racy humor. This year, it was a new organization's name...
January 01, 2007
Guiding Clients to Retirement Income SafetyMost advisors excel when it comes to counseling clients 10 years or more from retirement. They put in place the usual estate and risk management...
January 01, 2007
The Problem with Too Much MoneyWhen 2006 began, all eyes in global equity markets were glued to the Federal Reserve. The U.S. central bank has always been a pivotal player...
January 01, 2007
New Year's ResolutionsWell, it's that time again: out with the old year, in with the new. Not so fast! Before we send '06 to the been-there, done-that archive,...
December 01, 2006
Smith Barney Advisors Under PressureSmith Barney insists it retained more than 80 percent of Legg Mason reps acquired last year through Citigroup's purchase of Legg Mason's retail operations. This...
December 01, 2006
Are You a Spider or a Starfish?"If you cut off a spider's leg, it's crippled; if you cut off its head, it dies. But if you cut off a starfish's leg,...