Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Love Is in the Air
By Bill MillerNo month shouts "LOVE" like February. If you happen to sell roses, or your last name is Hallmark, you know what I'm talking about. The...
February 01, 2008
Are Active ETFs on the Horizon?According to a late November SEC filing, PowerShares Capital Management could be gearing up to launch four actively managed exchange-traded funds:o PowerShares Active AlphaQ Fundo...
February 01, 2008
Year of the Bond ETFWith so much happening in all directions, last year was insane for the ETF industry, even in relatively staid areas like fixed-income. The number of...
February 01, 2008
Presidents DayThe vast majority of readers probably remember the February of their primary school years as a time to recall the greatness of George Washington, whose...
February 01, 2008
Back on TrackIn 2007, CEG Worldwide undertook an extensive study of 2,094 financial advisors across all three channels -- registered investment advisors (19.8 percent of those studied),...
February 01, 2008
A Plan for the PlannersSuccession planning has never been at the top of most advisors' hit lists. As Tim Edwards, a principal with Prospera Financial, puts it: "It's one...
February 01, 2008
Executive Shifts, Write-Downs ContinueJust weeks after the departure of former Merrill Lynch CEO Stan O'Neal, news reports have circulated that Mac Gardner, head of global wealth management for...
February 01, 2008
An Advisor's AdvisorAsk not what your clients can do for you -- ask what you can do for your clients. That variation on a John F. Kennedy theme...