Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Retirement ETFs Debut
By Staff WriterOne of the biggest hits with investors over the past 10 years has been target-dated retirement portfolios. While mutual funds were the first to lead...
January 01, 2009
Big Bucks AwaitForbes columnist and investment guru Ken Fisher points out that people can become rich both in strong and weak economies -- which is good to...
January 01, 2009
Five Questions for the Top RecruiterWhat's the current environment? We are having a record recruiting year and should be up 15 or 20 percent year over year for 2008 vs. 2007,...
January 01, 2009
Close the Damn Door!Now that 2008 is in our rearview mirror, I can't help but be reminded of my worst blind date, when the lady fondly told me,...
January 01, 2009
Putting on the RitzFor years, Ted Charles was the face -- and outward personality -- of Investors Capital Holdings. No longer. In August, longtime heir apparent Tim Murphy, 44,...
January 01, 2009
Americans continue to lose their homes and their jobs at an alarming rateAmericans continue to lose their homes and their jobs at an alarming rate. The Bureau of Labor Statistics reported 1,330 mass layoffs in the third...
January 01, 2009
XShares Launches AirSharesDespite the recent drop in oil prices and pullback in alternative-energy investing, XShares Advisors has introduced the AirShares EU Carbon Allowance Fund (ASO), which competes...
January 01, 2009
Bank of America, Merrill Seal the DealWirehouse BDs BofA, Merrill Seal the Deal Bank of America and Merrill Lynch shareholders have approved BofA's purchase of Merrill. And, according to Merrill Lynch, the vast...