Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
What to Expect at the Wirehouses in '09
By Janet LevauxSeveral months before Bank of America agreed to buy Merrill Lynch, industry expert Chip Roame of Tiburon Strategic Advisors shared his prediction of such an...
January 01, 2009
Industry Escaping Deepest CutsOverall Job Market The month of December was, of course, anything but jolly for another 524,000 workers, who lost their job - capping a year that...
January 01, 2009
Barclays Renames Lehman Bond IndexesThe empire of what's left of Lehman Brothers continues to be dismantled, including its fixed-income indexes. Barclays Global Investors (BGI) has changed the name of underlying...
January 01, 2009
Saving Along Ethnic LinesI was in Atlanta for a couple of days to attend Charles Schwab's INSIGHT 08 conference. Dorothy A. Brown's sojourn in the South has been...
January 01, 2009
Northern Goes GlobalNorthern Trust has added to its lineup of internationally focused ETFs by introducing the NETS FTSE CNBC Global 300 Index Fund ETF (MYG). The new fund...
January 01, 2009
Accounts That Keep On GivingMore advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...
January 01, 2009
Memo to President ObamaFirst, let's clear up a misconception. The economic crisis is not about house prices, credit or the stock market. The crux of the matter is...
January 01, 2009
Survival Strategy 2009When the tide turns against you, as the tide has turned against everyone in this industry, you have three choices: Get swept out to sea,...