Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Ten Tech Tools to Boost Your Productivity
By David J. DruckerWhen we think of technology for financial advisors, we usually think of wirehouse or broker-dealer platforms attempting to integrate financial planning, portfolio accounting and customer...
July 01, 2006
What is Your Name?Have you ever considered what you would name yourself if the choice were yours and not your parents? If you could pick any name in...
July 01, 2006
Advisors Can Turn to Rydex for HelpSo you have a client that wants to know what's better, ETFs or mutual funds. What do you tell them? You might be able to find...
July 01, 2006
Ratios Continue to Fall in Q2Low expenses have been driving the popularity of ETFs, and investors haven't been disappointed. Across all categories, ETF expense ratios were consistently lower in the...
July 01, 2006
No Summer Break for ETF IndustryJune was a record month for publicly offered ETFs. All in all, 42 new funds were added to the mix in one month's time --...
July 01, 2006
Dividends, Sub Sectors and Equal Weights AddedIn April, First Trust Advisors and the Nasdaq Stock Market announced the launch of two ETFs: an equal weight version of the Nasdaq-100 (QQEW) and...
July 01, 2006
Kovack Father and Son Join NASD GroupIn what may be a first for the industry, Ron Kovack and son Brian Kovack of Kovack Securities in Ft. Lauderdale, Fla., now hold NASD...
July 01, 2006
Reasons to Work with YouAndrew Gluck was moderating a panel about retirement at an advisory conference recently when he came to a stunning realization. The idea of asking clients...