Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
James R. Cotto
By Ellen UzelacManaging Director-Investments Cotto & Padovani Financial Strategies Group Wachovia Securities Career Began: 1987 Home Base: New York City and Mt. Kisco, N.Y. Civic Affiliations: Operation Smile, future-care planning for families...
December 01, 2007
Opportunity of a LifetimeHere's a wake-up jolt: The last generation of retirees couldn't manage to maintain their lifestyles beyond average life expectancy. With the right new approaches, though,...
December 01, 2007
A Boon to Investors and AdvisorsThere is a bit of down-home feel about my lunch with Noel C. Archard, Head of Product Development at iShares. The restaurant serves traditional Neapolitan...
December 01, 2007
Give, WiselyNo one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
December 01, 2007
Mapping the Index UniverseThe rapid explosion of exchange-traded funds (ETFs) has been truly amazing to watch. With almost 600 U.S.-listed funds trading and over $500 billion in assets,...
December 01, 2007
2007-2008: Executive PerspectivesThe past 12 months have been tumultuous for the financial-services industry, with the credit-related write-downs and related changes in leadership, mergers and acquisitions, and stock...
December 01, 2007
Making It to RetirementIn October, I had the privilege of interviewing award-winning journalist Gail MarksJarvis (www.GailMarksJarvis.com). Gail's Chicago Tribune columns reach millions of readers throughout the U.S. Prior...