Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The ETF Way
By Staff WriterAlternative energy is on everybody's mind these days, and for good reason: Prices of oil have doubled in less than a year, and the trip...
June 01, 2008
Picking the Best Single-Country ETFsTo keep tabs on what's happening in financial markets from around the world, all you have to do is watch exchange-traded funds that follow stocks...
June 01, 2008
What Will Taxes Be Like?As Benjamin Franklin once wrote, "in this world nothing is certain but death and taxes." Yet the types and levels of taxation that occur are...
June 01, 2008
How Will Financial Planning Change?Within 30 years, financial planning will have largely completed its transition from a sales-based approach to an advice-driven professional service. Decades of commoditization of financial...
June 01, 2008
How Will People Invest?Investors today know and understand the markets better than in the past. There is a greater curiosity and ongoing interest. This demand for knowledge and...
June 01, 2008
What Is the Shape of Things to Come?Who: Alvin Toffler Where: Bel Air Hotel, Los Angeles, CA, April 9, 2008 On the Menu: Accelerating time, changing spatial relationships and shared knowledge. --- In 1970, around the time when...
June 01, 2008
How Will Advisors Handle Change?Pick up any newspaper or magazine and the headlines are daunting -- Credit Crisis...U.S. Recession...Economic Slowdown. These are challenging times. And while the view on...
June 01, 2008
Troubled UBS Grows in ETNsDespite massive multi-billion dollar write-downs and a growing chorus of angry activist shareholders, UBS has introduced eight new commodity linked exchange-traded notes. The UBS E-TRACS ETNs...