Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Pershing INSITE 2008 Event Showcases Greenspan, Trends
By Janet Levaux(Hollywood, Fla.) When former Federal Reserve Chairman Alan Greenspan speaks, advisors listen. This truth was eagerly acknowledged by Frank La Salla, Pershing managing director who...
August 01, 2008
GLD (Finally) Gets OptionsAfter a long four-year wait, trading of call and put options on the SPDR Gold Trust (GLD) has finally come to pass. The regulatory hurdles...
August 01, 2008
A Rich InheritanceEthical wills, first popularized in the Middle Ages, are making a modern-day comeback -- linking the "soft" and "hard" sides of estate and financial planning. Leading...
August 01, 2008
Oil's Not WellThe residential area around Columbia University is very quiet on summer afternoons. Some local restaurants don't bother to serve lunch, and empty tables at Metisse,...
August 01, 2008
Meaning in MoneyShe's not a numbers person, unlike many financial advisors. What's fascinating instead to 24-year wirehouse veteran Susan McCarthy is the emotional relationship clients have with...
August 01, 2008
Portrait of a Rookie (Part III)Up-and-at-'em at 5:30 in the morning for a pre-breakfast military-style work-out in the park: push-ups, weight-lifting, a two-mile run. Is boot camp any way for...
August 01, 2008
Q&A with Keith StyrculaLast year structured products sales in the U.S. increased to $117 Billion. And while most sales of structured products have occurred in the institutional and...
July 07, 2008
Fulfilling the SMA PromiseBased on recent media coverage and conversations with financial advisors around the country regarding separately managed accounts (SMAs), it's clear that the SMA players have done an excellent job mar