Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Prepare for Inflation
By Alexei BayerDebt can be a tricky thing. As everyone who ever held a margin account knows, when prices of shares in your portfolio go up, the ability...
September 24, 2009
One Year Later: Give or TakeCiting the dramatic events of last September, many recent articles speak of the economic collapse as being one-year old. But it's not... and your clients may be feeling fatigued by that.
September 18, 2009
Giuliani Joins Forces with RIA FirmFormer New York City Mayor Rudy Giuliani's firm has joined forces with New York registered investment advisor Nine Thirty Capital to combat investment fraud.
September 17, 2009
Industrial Production Ekes out a GainOne day after Ben Bernanke announced that "from a technical perspective the recession is very likely over," the Fed released Industrial Production numbers that were rosier than we've seen some time.
September 15, 2009
SEC-Bank of America Settlement "Does not Comport"Judge Jed S. Rakoff of the United States District Court of the Southern District of New York has thrown out a proposed settlement between the SEC and Bank of America.
September 11, 2009
Economist Forecasts Depression for Japan and EurolandEconomists at High Frequency Economics (HFE) forecast a dire outlook for Japan and Euroland but a better economic outlook for the U.S. On a Sept....
September 09, 2009
Fed's Beige Book OutThe Federal Reserve released The Beige Book, its Summary of Commentary on Current Economic Conditions by Federal Reserve District, on Sept 9. The twelve Federal Reserve Districts reported a fairly wide range of economic activity.
September 01, 2009
The Shape of Things to ComeThere have been lots of headlines recently about an emerging economic recovery. July unemployment ticked down to 9.4 percent from 9.5 percent, as the economy...