Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
More Funds Make Move to NYSE
By Staff WriterA second group of iShares ETFs made the move from the American Stock Exchange to the NYSE Arca exchange, a subsidiary of the NYSE Group,...
December 01, 2006
Treating Reps as FriendsThis being my first time in Atlanta, I'm at the mercy of my host as far as lunch is concerned. Fortunately, Joby Gruber is a...
December 01, 2006
PowerShares Debuts Sector, Niche ETFsPowerShares has been one of the most active issuers of new ETFs this year and no sign of any pause seems to be in sight. In...
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,...
December 01, 2006
ETFs Reach for Share of 401k MarketPortland, Ore.-based retirement plan manager Invest n Retire recently made the developing trend of ETFs popping up in more and more employer-sponsored retirement plans the...
December 01, 2006
Gena Harper and Carla KorenSenior Vice Presidents, Smith Barney Careers Began: 1985 Home Base: Berkeley, Calif. Harper's Civic Affiliations: Glaucoma Research Foundation, Guide Dogs for the Blind, Downtown Berkeley YMCA Koren's Civic Affiliations:...
December 01, 2006
'Mary Mack Starts to Lead Wachovia's Bank ChannelMary Mack knows she has some big shoes to fill. On October 1, Mack assumed a post held by Dwight Moody, who's been president of Wachovia...
December 01, 2006
Van Eck Launches Sector FundsFrom trash collection to steel production, exchange-traded funds (ETFs) have it covered, thanks to two specialized sector funds from Van Eck Associates. Van Eck's Market Vectors...