Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Edward Jones Tops List; Loyalty a Major Factor
By Janet LevauxJ.D. Power and Associates says that Edward Jones has narrowly edged out Raymond James Financial, giving it the highest overall customer-satisfaction score in the 2006...
August 01, 2006
Wachovia Tells its FAs: Go Independent with UsWith the wind in its sails, Wachovia is putting the 6,000 advisors in its Private Client Group on notice: You don't have to jump ship...
August 01, 2006
Leveraged, Short ETFs Hit the MarketIn order to tap investor demand for alternative investments, ProShares is introducing eight exchange-traded funds (ETFs) that utilize leverage and short positions on key stock...
August 01, 2006
Upstart Firm Launches ETFsWisdomTree Investments entered the cutthroat ETF business with a bang on June 16, when the New York-based firm unveiled a family of 20 new exchange-traded...
August 01, 2006
Keeping Up with Edward JonesWith its sole focus on individual investors, solo practitioners and door-knocking, face-to-face prospecting, Edward Jones has long taken a march-to-its-own-drummer tack to financial services. And that...
August 01, 2006
Building the CPA AllianceIn the early 1990s, Jay D'Meza Jr., then a young advisor, met a group of accountants and they began to cross-refer clients. In 1994, they...
August 01, 2006
Close to HomeNineteen-eighty is distinguished as the year Ronald Reagan was voted 40th U.S. president, the compact disc was devised, and 83 million tuned in to get...
August 01, 2006
Dining OutConsumers are going to restaurants more than ever, though high gas prices may impact future growth, analysts say. Glen M. Petraglia Citigroup 212-816-2497 [email protected] OUTLOOK: Overall, our outlook for the...