Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
New Farm, REIT Funds
By Staff WriterVan Eck Global has introduced the Market Vectors Agribusiness ETF (MOO), which tracks the DAXglobal Agribusiness index -- itself comprising 40 ADRs and common stocks...
November 01, 2007
Can Funds Own ETFs?The SEC has granted Power-Shares exemptive relief that allows mutual funds to invest a greater portion of their assets in the company's exchange-traded funds (ETFs). According...
November 01, 2007
Intoducing the ELEMENTSFour of the world's leading financial organizations have teamed up to launch a new series of exchange-traded notes (ETNs) called ELEMENTS. The first product is linked...
November 01, 2007
Fiduciary FundsThree years ago, Morningstar introduced what it calls its Stewardship Grades. Three years later, it is revising its ranking methodology. Explains Laura Lutton, a Morningstar analyst...
November 01, 2007
FPA Leaders Chart Path for Group's ExpansionMarv Tuttle, executive director of the Denver-based Financial Planning Association, says he is "ecstatic" at the outcome of the group's 2007 annual convention, held September...
November 01, 2007
Securities Jobs Finally Take a HitThe overall financial services sector made headline news with jobs falling by 14,000 for two months in a row (August and September), mainly as a...
November 01, 2007
Time for TechSoftware companies are finding demand growth and other opportunities, which should life stock prices, according to an equity analyst. --- Marc [email protected] Area of coverage: Software Sector outlook: We...
November 01, 2007
Smith Barney Shares New '08 Comp PlanSmith Barney started the year with the return of Sallie Krawcheck. The re-tapped head of Citigroup's global wealth management divisions pledged to focus on several...