Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
House to Vote on Financial Services Reforms
By Kate McBrideThe House of Representatives is set to vote on a giant financial services reform package H. R. 4173, the Wall Street Reform and Consumer Protection Act.
December 03, 2009
Beige Book: Looking a Bit BetterThe Fed reports that things are looking up a bit in economic activity across most of the Fed's 12 districts, based on information through November 20.
December 01, 2009
American College to Dodd: Rethink Fiduciary Provision in Financial Services Reform BillCollege suggests Dodd ask SEC to issue a report on impact of 'one-size-fits-all' standard
December 01, 2009
Historical Research: The Canal BuilderDeWitt Clinton (1769-1828) was an early American politician who transformed the country in far-reaching ways -- physically, economically and financially. He was the driving force...
December 01, 2009
Danger & Opportunity: The Empire State's New POAEffective September 1, 2009 the New York State Power of Attorney Law (found in General Obligation Law, Article 5, Title 15 (Sections 5-1501 to 5-1514)...
December 01, 2009
Be a GiverThe great American philosopher Ralph Waldo Emerson crisply observed that "every man is a consumer and ought to be a producer." Looking at the resumes of...
December 01, 2009
Bicycle EconomiesThe term BRIC was invented by Goldman Sachs economist Jim O'Neill. It was an easy-to-memorize acronym based on the names of four large developing countries:...