Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
No Pity Party for Big Banks
By Nancy R. MandellStudy finds predatory lending originated in the same banks that received bailouts. At least 21 of top 25 subprime lenders received bailouts through ownership, credit agreements or purchases of loans for securitization.
April 28, 2009
Phoenix Surveys the AshesHigh-net-worth investors are not buying into President Obama's optimistic view of the economy, according to the 10th Annual Phoenix Wealth Survey.
April 24, 2009
Deciphering the Fed's Stress TestsThe Fed outlined methodology and resulting need for more capital at the 19 largest U.S. bank holding companies.
April 22, 2009
Mother-Daughter Business"Like mother, like daughter" takes on new meaning when daughter follows mother's footsteps into a financial planning career.
April 20, 2009
Survey Says...Financial education and a commitment to community and professional development define the goals of women who participated in Wealth Manager's 2009 Women in Wealth Management Survey.
April 01, 2009
Powerful CurrentsGreg Gordon, CFA Citigroup Global Markets 212-816-2802 [email protected] The Citi utility index was down 24.4 percent in 2008 vs. 36.1 percent for the S&P 500 on a total-return basis,...
April 01, 2009
Attractive FuelMark L. Reichman SMH Capital 713-220-5113 [email protected] While we believe the long-term outlook for the coal industry is constructive, the combination of a weak economic environment, falling commodity prices,...
April 01, 2009
A Short History of the BubbleIn the 19th century, before liberalism became the unmentionable "L" word, it used to denote an economic ideology that was rather like Reaganomics. Defending...