Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
New Gas Fund Launched
By Staff WriterThe summertime is typically met with the prospect of higher gas prices, and if you happen to own a 747 or SUV, then the newly...
May 01, 2008
Muni, Currency Instruments UnveiledNew York-based asset manager Van Eck Global has introduced the Market Vectors-Lehman Brothers AMT-Free Short Municipal Index ETF (SMB). The new ETF is designed to...
May 01, 2008
Should You Prospect in a Down Market?This title may have gotten your attention. I hope it did. Of course you should be prospecting in a down market or an up market...
May 01, 2008
State Street Adds Global TIPS ETFFighting the ravages of inflation just got easier. In mid-March, State Street Global Advisors (SSgA) launched the SPDR DB International Government Inflation-Protected Bond ETF (WIP) on...
May 01, 2008
Gold's RenaissanceIt's funny, but the late-night commercials that used to push food dehydrators and Ginsu knife sets are now touting gold as an investment vehicle. And...
May 01, 2008
Morgan Stanley Posts ResultsMorgan Stanley has reported income for the quarter ending February 29, 2008, of $1.6 billion, down from $2.3 billion a year earlier. Net revenues were...
May 01, 2008
What's Hot, What's NotHere's a short list of top-performing ETFs on a year-to-date basis, through April 23, 2008, and some ETFs with weaker results: HOT o U.S. Natural Gas...
May 01, 2008
A Personal RetrospectiveSix months after Research celebrates its 30th anniversary this summer, I'll be celebrating my 30th anniversary of working in the financial services industry. While many...