Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Putting an International Spin on Dividend ETFs
By Staff WriterAdding to the growing ETF landscape, New York-based WisdomTree Investments has launched 10 dividend-weighted ETFs in its crusade to compete for a share of the...
December 01, 2006
Malcolm A. MakinFounder, Professional Planning Group Raymond James Financial Services Career Began: 1974 Home Base: Westerly, R.I. Civic Affiliations: Ocean Community YMCA, Westerly Hospital, American Seniors Golf Association ----- At the start of...
December 01, 2006
Shifting TidesIn Research's June 2006 issue, the article "Going Independent" taught us that the financial services industry continues to attract new entrants. The industry segment showing...
December 01, 2006
Commonwealth Aims for Controlled Growth(Phoenix) Commonwealth Financial Network wants to maintain its identity despite some serious expansion, say executives attending the broker-dealer's recent national conference, held Oct. 26-30 at...
December 01, 2006
Research RoundtableMr. Market, wont to wearing his heart on his sleeve, reacts, reflects -- and anticipates. Marching always to its own drummer, the market in 2007...
November 01, 2006
How To Qualify a Prospect"Qualification" is the process of determining whether a person, family unit, or business unit is someone with whom you would like to do business. Quite obviously,...
November 01, 2006
Yearning for Learning"That's the last test I'll ever take!" How many of us have said just these words after finishing a required licensing exam? Unfortunately, if you...
November 01, 2006
Gorman Says 'Be Brutal' as Firm's Results ImproveAt Morgan Stanley, the message is loud and clear: shoot for the best-quality, high-producing advisors. James Gorman, head of the firm's global wealth management group, says...