Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Van Pearcy
By Ellen UzelacPresident Van Pearcy Financial Raymond James Financial Services Career Began: 1987 Home Base: Midland, Texas Civic Affiliations: Scholarship endowment for MBA program at University of Notre Dame, scholarships for athletic...
December 01, 2007
Take Back the PieLast month, I reviewed one of the few books by financial advisors on investing. This was Investing on Autopilot by Robert S. Cable. This month,...
December 01, 2007
James R. CottoManaging Director-Investments Cotto & Padovani Financial Strategies Group Wachovia Securities Career Began: 1987 Home Base: New York City and Mt. Kisco, N.Y. Civic Affiliations: Operation Smile, future-care planning for families...
December 01, 2007
2007 Advisor Hall of FameWelcome to Research magazine's Advisor Hall of Fame, now in its 17th year. This eagerly anticipated annual feature has become a benchmark of excellence in...
December 01, 2007
Making It SimpleResearch: What's happening to the way Americans are structuring their financial relationships?Cohen: People have an innate desire for simplicity in their financial service relationships. About...
December 01, 2007
TargetDate ETFs Hit the StreetAmong the new exchange-traded funds XShares Advisors recently introduced on NYSE Arca are a series of five target date or "lifestyle" ETFs that range in...
December 01, 2007
Resolved to SucceedFinancial advisors constantly tell me how frustrated they are about implementing real change in their businesses. "You've given me some great ideas," they say, "but...
December 01, 2007
Subprime Mortgage Crisis 2, Financial-Service CEOs 0Merrill Lynch says it hired former NYSE Euronext CEO John Thain on November 14 to replace the brokerage firm's ex-CEO and chairman, Stan O'Neal, who...