Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Malcolm A. Makin
By Ellen UzelacFounder, Professional Planning Group Raymond James Financial Services Career Began: 1974 Home Base: Westerly, R.I. Civic Affiliations: Ocean Community YMCA, Westerly Hospital, American Seniors Golf Association ----- At the start of...
November 01, 2006
Still a Bustling MarketInvestors have gotten used to a steady supply of new ETFs, and the third quarter didn't fail to match their expectations. Fund categories that saw...
November 01, 2006
Dealing with InsecurityIf you've been at something for a long enough time, you don't encounter too many surprises. Yet, despite a decade of financial journalism, I was...
November 01, 2006
Claymore Enters the ETF ArenaAnother flurry of exchange-traded funds has hit Wall Street in the form of five funds from ETF industry newcomer Claymore Securities and another five under...
November 01, 2006
O-Strip Gets the HookProduct deletions have been rare in the world of exchange-traded funds (ETFs), thanks to the industry's incredible growth in both new products and investor assets...
November 01, 2006
Royal Alliance Shifts GearsMuch of the industry's future growth, as far as Royal Alliance's Larry Roth is concerned, lies in fee-based business. And Roth, who's been at the...
November 01, 2006
Teaching Children WellWhen Alan Sitkoff first volunteered in Florida classrooms 10 years ago, he was struck by an alarming fact: Kids had no role models for financial...