Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Thirty Questions
By Staff WriterWelcome to Research magazine's 30th anniversary issue! As noted in this space last month, you will find no boring retrospectives or nostalgia about the 1970s...
June 01, 2008
What Will (and Will Not) Change?As I started preparing for this column, two troubling sets of thoughts -- and one troubling song -- came to mind. First, I thought, "When the...
June 01, 2008
What Will the Future Ranks of FAs Look Like?The U.S. subprime mortgage meltdown. The ongoing credit crunch. Volatile markets. The Bush administration's rethinking of the nation's regulatory blueprint for financial services companies. Talk...
June 01, 2008
Vanguard to Split Some ETF SharesVanguard is planning 2-for-1 share splits for three of its most popular ETFs. The Vanguard Total Stock Market ETF (VTI), Vanguard Emerging Markets ETF (VWO) and...
June 01, 2008
Northern Trust Goes GlobalNorthern Trust Global Investments is the latest company to enter the ETF field. The Chicago-based company has introduced a lineup of eight foreign-equity ETFs. The...
June 01, 2008
What Will World Markets Look Like?It's been a great 30 years for Research magazine. But what do the next 30 hold? And what do 2038 capital markets look like? Hard...
June 01, 2008
How Will Capitalism Work in 2038?In the early1990s, I got a job at an organization called Business International. For those who are not readily familiar with the communist ethos, the...
June 01, 2008
What Will Neuroscience Teach Us About Financial Decision-Making?Well, there is one, or something quite similar. What's more, we all produce it -- right in our own brains. Oxytocin, a feel-good hormone that is...