Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Going Active and Going Nuclear
By Staff WriterInvesco PowerShares launched its first actively managed equity exchange-traded funds in April. The four new PowerShares funds are: o Active AlphaQ, benchmarked against the Nasdaq-100...
June 01, 2008
What Will Advisor Technology Look Like?Common wisdom says you don't make projections beyond five years. With the rapid change we've all become accustomed to, some would even say five years...
June 01, 2008
Foreign Debuts on the UpswingThe number of foreign-market ETFs continues to expand as investors look to diversify their portfolios away from U.S. stocks. Barclays Global Investors (BGI) launched five new...
June 01, 2008
How Will You Help Your Clients?At its best, financial advising is a helping profession. It is not just a service profession. The coming decades will elevate and emphasize the client...
June 01, 2008
How Will the Competitive Landscape Shift?The last 30 years altered the retail investment business and its compensation practices. For the next 30 years, the journey is certain to take even...
June 01, 2008
What Will Client Relationships Be Like in 2038?When this magazine got its start -- a mere 30 years ago -- our world was a very different place. Mood rings, lava lamps and...
June 01, 2008
How Will Advisors Thrive?The financial services industry, like most other industries around the globe, is increasingly entrenched in a red ocean of bloody competition. Financial services firms have...
June 01, 2008
'Tremendous Opportunity'Several factors are driving demand in the aerospace market and make the sector highly attractive at this time, equity analysts say. --- Patrick J. McCarthy, CFAFriedman, Billings,...