Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Smith Barney Advisors Under Pressure
By Janet LevauxSmith Barney insists it retained more than 80 percent of Legg Mason reps acquired last year through Citigroup's purchase of Legg Mason's retail operations. This...
December 01, 2006
Panel Explores the Issue of What Clients Really WantA recent consumer panel, showcased during the 11th Semi-Annual CEO Summit hosted by Tiburon Strategic Advisors in San Francisco on Oct. 18 and 19, highlights...
December 01, 2006
2006 Advisor Hall of FameWelcome to Research magazine's Advisor Hall of Fame, now in its 16th year. This eagerly anticipated annual feature has become a benchmark of excellence in...
December 01, 2006
The Road AheadResearch: What's facing the FSI and the industry in 2007 and beyond? Simmers: The No. 1 challenge -- from the Financial Services Institute's point of view...
December 01, 2006
More Funds Make Move to NYSEA second group of iShares ETFs made the move from the American Stock Exchange to the NYSE Arca exchange, a subsidiary of the NYSE Group,...
December 01, 2006
China: To Be Bullish or Not...Not only does China dominate Asia in terms of sheer size, but it's the world's leading producer of textiles and manufactured goods. Thanks to its...
December 01, 2006
3 Reps Get $3 Million in NASD CaseUpon leaving Merrill Lynch in 2003, three advisors say they joined Banc of America Investment Services -- and moved with their families from the Cleveland...
December 01, 2006
ETFs Reach for Share of 401k MarketPortland, Ore.-based retirement plan manager Invest n Retire recently made the developing trend of ETFs popping up in more and more employer-sponsored retirement plans the...