Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Merrill Posts Loss, Shares FA Data
By Janet LevauxAfter posting a net loss and write-downs of additional $6.5 billion in the first quarter of 2008, Merrill Lynch says it is cutting some 3,000 jobs - but that plan leaves its 16,000 financial advisors
April 01, 2008
Greenhaven Tracks ReutersAs the interest in commodity investments grows, ETF providers are trying to meet that demand. The Greenhaven Continuous Commodity Index Fund (GCC) is the latest...
April 01, 2008
The Other Half of the Indexing DebateOver the past few years, investors have been entertained by the mudslinging between two distinct camps of index investing: traditional indexers vs. fundamental indexers. The first...
April 01, 2008
Munibond ETFs Are Screaming OpportunityWhen was the last time municipal bond yields were higher than those of U.S. Treasury bonds? As of March 5, the SPDR Lehman Municipal Bond ETF...
April 01, 2008
Swami MarketingJust the other day, I visited a friend of mine at his office. While I was waiting in the lobby, I happened to pick up...
April 01, 2008
Bear Stearns Debuts Active ETF (Really!)Bear Stearns was planning to make a splash by offering the world's first actively managed ETF on March 18th, but instead the company got hit...
April 01, 2008
Seeking SimplicityDo you remember when Microsoft first introduced PowerPoint in the early 1990s? We all thought it was so great. Now our presentations could easily include...
April 01, 2008
ETF Assets Rise by $36 BillionAccording to the Investment Company Institute, or ICI, the combined assets of U.S. ETFs increased by $36.30 billion to $608.42 billion in December. The latest asset...