Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Dodd Reform Bill POV: Knut A. Rostad, Committee for the Fiduciary Standard Chair
By Knut A. RostadThe bill's absence of any regulation of brokers who act like advisors is stupefying.
May 14, 2010
Ex-White House Aide Wallison on Fannie Mae: Weekend InterviewFannie Mae has much more to lose, equaling heavy taxpayer liability
May 11, 2010
Fannie Mae Reports Steep Loss, Requests $8.4 Billion BailoutDeficit narrows in first quarter when compared with Q4 2009
May 11, 2010
Fidelity Separates Asset Management from DistributionAbigail Johnson promoted to head all of distribution; Ronald O'Hanley hired to lead asset management and corporate services.
May 10, 2010
Federal Reserve Reopens "Dollar Liquidity Swap Facilities"Response to global market strains.
May 10, 2010
UBS, CFP Name New Head of CFP's Council on EducationThe Certified Financial Planner Board of Standards and UBS Wealth Management announced Monday, May 10, that Mark Kordes, head of wealth planning for UBS in the United States, will serve as the new chairman of the CFP Board's Council on Education.
May 01, 2010
The Checklist SolutionI've just finished reading a wonderful book. It's really helped me pull together my thinking on "best practices." Before I tell you about it, let's...
May 01, 2010
Russia's Power FailureWhen commodity prices were at a peak in 2007-08, and oil prices in particular hit $147 per barrel, Russian leaders declared their intention to make...