Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
FSI Elects '08 Leaders
By Janet LevauxThe Atlanta-based Financial Services Institute, or FSI, says the industry group's board of directors has unanimously elected Brian Murphy, chairman of Woodbury Financial Services of Woodbury, Minn., a
January 01, 2008
Target-Date ETFs: Ahead of Their Time?Traditional mutual funds still rule the $2.5 trillion 401(k) marketplace, but that could soon change. Target-date ETFs have crashed the party. In October, XShares Advisors launched...
January 01, 2008
BGI Broadens Its Global LineBarclays Global Investors (BGI) has introduced eight new iShares international ETFs that provide exposure to Asian shares, emerging markets, various real estate opportunities and small-cap...
January 01, 2008
BGI Broadens Global LineBarclays Global Investors (BGI) has introduced eight new iShares international ETFs that provide exposure to Asian shares, emerging markets, various real estate opportunities and small-cap...
January 01, 2008
Transamerica, FOLIOfn Team UpTransamerica Financial Advisors has picked FOLIOfn Institutional as its partner of choice as it launches its new Transamerica I-Series, a separately managed account program utilizing...
January 01, 2008
Expenses Level OffDuring the fourth quarter, expense ratios in most ETF categories increased modestly or remained the same from the third quarter. The "industry and sector" group had...
January 01, 2008
Feeling Great About '08Years ending in 8, like 2008, are good stock market years. Only years ending in 5 have been able to beat years ending in 8....
January 01, 2008
New Year's DelusionsHere we go again... another brand new year. Along with a new number to forget to write on our checks, there are many positive things...