Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Give a Speech
By Jane Wollman RusoffKnow the feeling? Trembling hands, dry mouth, clammy palms, gurgling gut. On your mark...Get set... You're about to give a speech! Fear of public speaking ranks, according...
May 01, 2008
19 ETNs Launch in AprilWith the launch of 35 new Exchange Traded Vehicles (ETVs), April was one of the busiest months in a long time for the exchange-traded field:...
May 01, 2008
Is America Irrelevant?Robert Reich's recent commentary on "Marketplace," a public-radio business program, addressed the impact of the impending U.S. economic recession on emerging economies. Gone are the days...
May 01, 2008
Questioning Active ETFsThe debut of exchange-traded funds (ETFs) that are actively managed has been a long awaited moment for ETF insiders product developers, and other industry types....
May 01, 2008
A Magnet for Active RetireesWho: Jim Naugle, Mayor of Ft. Lauderdale, Fla.Where: Creolina's, 209 SW 2nd Street, Ft. Lauderdale, Fla., January 29, 2008On the Menu: Chicken Proven?al, Bananas Foster...
May 01, 2008
The Sideways SeventiesThe 1970s evoke, in some people, feelings of nostalgia for platform shoes, bell bottoms, Pet Rocks, Soul Train, mood rings, CB radios, Bruce Lee, Farrah...
May 01, 2008
Further MomentumIf your clients haven't already asked about socially responsible investing (SRI), they probably will in the near future. SRI has established itself firmly as a...