Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Merrill Outlines Growth, Names CAO and Explains $60 Million Charge
By Janet LevauxMerrill Lynch President and COO Greg Fleming has made quite a bullish case for the company's global wealth management operations. In a presentation during the...
April 01, 2008
Seeking SimplicityDo you remember when Microsoft first introduced PowerPoint in the early 1990s? We all thought it was so great. Now our presentations could easily include...
April 01, 2008
ETF Assets Rise by $36 BillionAccording to the Investment Company Institute, or ICI, the combined assets of U.S. ETFs increased by $36.30 billion to $608.42 billion in December. The latest asset...
April 01, 2008
Claymore Revamps Product LineOne week after announcing 11 ETF closures, Claymore Securities introduced three new funds. The new products are designed to follow broad markets representing the value...
April 01, 2008
Fund Focus: Financial/Banking ProductsDespite the stunning fall of Bear Stearns, banking and financial ETFs rebounded a bit from their earlier-in-the-year market lows. They are, however, still lagging way...
April 01, 2008
Munibond ETFs Are Screaming OpportunityWhen was the last time municipal bond yields were higher than those of U.S. Treasury bonds? As of March 5, the SPDR Lehman Municipal Bond ETF...
April 01, 2008
NAVA Confab Showcases Growth and '08 DirectionNAVA, the association for insured retirement solutions, is upbeat about the state of the industry's main initiatives in public relations and regulatory affairs, according to...
April 01, 2008
Swami MarketingJust the other day, I visited a friend of mine at his office. While I was waiting in the lobby, I happened to pick up...