Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Financial Advisor's Top 10 Must-Have Bookmarks
By David J. DruckerWhat websites are well-rounded advisors visiting these days? One thing's for sure: There are a lot more than just 10, as alluded to by this article's...
July 01, 2008
Much Planning To DoOpen Kenneth Gronbach's website at www.kgcdirect.com and some surprising statistics blast across the top of the page. Every 8 seconds, one of the 78.2 million...
July 01, 2008
Fidelity Introduces 'HybridOne' as Competition Heats UpFidelity Investments has said that its registered investment advisor (RIA) custody business, Fidelity Institutional Wealth Services, and its correspondent broker/dealer business, National Financial, have jointly...
July 01, 2008
First Trust's Wind ETFThe First Trust ISE Global Wind Energy ETF (FAN) has lifted off and landed on the NYSE Arca. The newly launched exchange-traded fund (ETF) is linked...
July 01, 2008
The Russell ReshuffleEvery June, Russell re-evaluates the index composition of its indexes. Why? Over 30 ETFs and many more mutual funds with more than $500 million in assets...
July 01, 2008
Beware of the ETF OblivionWelcome to the abyss of ETF oblivion. It's an unfriendly place where exchange-traded funds (ETFs) with marginable assets, minimal trading volume, and zero interest from...
July 01, 2008
Notes Link to Crude Oil, MetalsDeutsche Bank and Invesco PowerShares Capital Management announced the launch of eight exchange-traded notes (ETNs) linked to the performance of industrial metals and crude oil. The...
July 01, 2008
Summer Rout Boosts Bear ETFsOne look at the stock quotes on your computer screen reveals a not so subtle theme: Red all over the place. The generally accepted definition of...