Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Beyond the Crisis
By Robert Scott MartinResearch: We hear a lot about the future of retirement. What aren't we hearing that we need to know? Salsbury: I will turn the finger and...
February 20, 2007
Investors Cap Rolls Out Health Plans for FAsThe reception from existing brokers, new brokers and potential brokers has been "overwhelming," according to Tim Murphy, president of the BD. "We've hit the mark and are continuing to promote this pro
February 16, 2007
Tiburon SF Conference Announces SpeakersTiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called
February 09, 2007
New Legislation May Lower Student Loan Interest RatesThe College Student Relief Act of 2007 (HR 5), introduced by Rep. George Miller (D-California) with 211 cosponsors, would modify the Higher Education Act of 1965 by cutting in half the fixed interest rates on need-based Stafford loans for undergraduates over a five-year period. The bill passed the House on...
February 01, 2007
Wachovia Private Client Hits $600K Per AdvisorJim Hays, president of Wachovia Securities Private Client Group, describes what growth the division is aiming for this year. --- Wachovia's Private Client Advisors Private Client Group: 5,958 In-Bank...
February 01, 2007
Adding ValueIn the late '90s, fee-based business was the new rage. Advisors who embraced this alternative method of compensation boasted that it aligned their interests with...
February 01, 2007
State Street to Focus on SPDRsSAN DIEGO - Sometimes, being old school isn't such a bad thing. In the case of the burgeoning ETF business, it appears to be working...
February 01, 2007
A 'Class' Act"Retirement Income University," introduced in January, is a great idea! Offering Research readers a steady stream of information and context can certainly help them navigate...