Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
AIG Advisors: What's Next?
By Janet LevauxIn early October, American International Group said it would "refocus the company on its core property and casualty insurance businesses, generate sufficient liquidity to repay...
November 01, 2008
Bear Stearns Liquidates ETFJust months after being launched, the plug has already been pulled on the Bear Stearns Currency Yield Fund (YYY). The fund, which gained infamy for...
November 01, 2008
Research RevolutionFor years, Dennis Gallant was a well-known director at Cerulli Associates, leading the firm's consulting and new business development efforts. He was also responsible for...
November 01, 2008
Bad News Inspiring Bearish ETFsThe financial crisis that accelerated when Lehman Brothers Holdings (LEH) was pushed into bankruptcy protection sent chills through stock markets around the world. Exchange-traded funds...
November 01, 2008
Russian LessonEarlier this year, when it became clear that the U.S. economy was at risk of a recession, some economists claimed that the global repercussions of...
November 01, 2008
Pimco to Enter ETF BusinessThe reputation of Pacific Investment Management Company (Pimco) as a shrewd bond fund manager has served the company well. Soon, everyone will learn if that...
November 01, 2008
Blueprint for SuccessWhen I was the chief marketing officer for an investment company, an up-and-coming manager requested an interview to pick my brain and get to know...
November 01, 2008
How Target-Date ETFs Are Holding UpTarget-date or life-cycle funds have been available on a mutual fund chassis for decades. In theory, this breed of a balanced fund automatically adjusts the...