Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Stocks, Gold and War
By Kenneth SilberOn July 28, 1914, Emperor Franz Joseph of Austria-Hungary declared war on Serbia. A month earlier, a Serbian nationalist had killed Archduke Franz Ferdinand, the...
June 09, 2009
Fidelity and KKR Seal DealFidelity Investments of Boston and Kohlberg Kravis Roberts & Co. (KKR) in New York have announced an agreement to give Fidelity's retail and institutional brokerage customers exclusive access to IPOs and follow-on offerings underwritten by KKR
June 01, 2009
Opportunities for Investing in Consumer SectorsResearch Consumer-Sectors Companies: CVS Caremark Corp., Kellogg Co. Andrew Lazar Barclays Capital 212-526-4668 [email protected] Food: We continue to look for around -10 percent deflation on an unhedged basis for the...
June 01, 2009
Obama's Learning Curve: Will the President Absorb a Key Lesson of Market History?Whether you like or loathe him -- everyone can agree President Obama's term had a bumpy start -- at least for markets. His first few...
June 01, 2009
Publisher's Letter: Separation of Business, StateA plausible explanation for the historically awesome power of America's wealth engine compared to the rest of the world is the emphasis Americans have always...
June 01, 2009
Yale's Shiller Keeps an Eye on Bad BehaviorWho: Robert Shiller, Arthur M. Okun Professor of Economics, Yale University Where: Gente, 153 West 45th Street, New York City; April 17, 2009 On the Menu: Minestrone,...
June 01, 2009
Japan's Stock Market History Offers U.S. a Cautionary TaleOn December 29, 1989, Japan's Nikkei 225 stock index closed out a triumphant decade at 38,916. The Nikkei had begun the 1980s below 7,000 and...
June 01, 2009
Demonizing the Financial Sector is FollyThe information technology revolution of the 1980s and 1990s is justly considered one of the highest American achievements in the 20th century. Its positive impacts...