Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Numerology
By Staff WriterAccording to a recent U.S. Census Bureau report, the number of Americans covered by a government health insurance plan as of 2005 was 38.1 million,...
October 01, 2006
Raymond James Assoc. Signs Brokerage PactIn another push to let Raymond James & Associates' brokers know that they "own their book of business," the retail brokerage unit of Raymond James...
October 01, 2006
Tech OverloadTechnology used to be one of my best buddies. Back in grade school, I was the first kid on the block to have a cassette...
October 01, 2006
More Funds Keep Flowing into ETFsAccording to the Investment Company Institute (ICI), the combined assets of U.S. exchange-traded funds grew by 3.2 percent or $10.43 billion in June to a...
October 01, 2006
A Product Tailored for AdviceThe explosion of ETF assets from zero to almost $50 billion between 1993 and year-end 2000 marked an unusually fast rate of growth. Normally, such...
October 01, 2006
When Good Sectors Go BadAt one time, technology was the envy of the market world. Today, years after the sector turned from investor darling to scapegoat, the bleeding continues:...
October 01, 2006
New Filings Offer ExcitmentAn already busy third quarter saw a flurry of ETF registration filings. WisdomTree, which recently launched a new menu of dividend-oriented ETFs, is looking to add...
October 01, 2006
Ameriprise Sells Retirement With 'Easy Rider' StarIn another push to capture sales from baby boomers, Ameriprise Financial is relying on a "1960s-style" red chair and actor Dennis Hopper. They are the...