Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
July 01, 2006
More Firms Track ETFs; And Some Give Scores, StarsWhile the ETF explosion has caught the attention of investors and their financial advisors, these popular index funds have also led a number of research...
July 01, 2006
Random Walk Author Talks the Indexing TalkBurton Malkiel, Ph.D., wrote the first edition of the ever-popular book A Random Walk Down Wall Street in 1973. The Princeton University economics professor and...
July 01, 2006
The Hidden Treasure of Dividend InvestingIn one of the all-time best action thrillers, archeologist and adventurer Indiana Jones survives snake pits and highway bandits to win the prize, only to...
July 01, 2006
Extension ExplicationWhile a number of the provisions in the recently passed $70 billion tax package, the "Tax Increase Prevention and Reconciliation Act of 2005," will have...
July 01, 2006
Quadruple ThreatResearch: For those who don't know NPH, how do you fit into the broker-dealer universe? Dreffein: NPH is an independent contractor broker-dealer network. We have four...
July 01, 2006
Associated Securities Expands Its Sales, Geographic MixAssociated Securities' President and CEO John Hurley has been with the Los Angeles-based independent firm for more than a year now. And, Hurley is pleased...
July 01, 2006
Beyond the B WordSoaring gasoline prices have been a wake up call to many people. Watching pump dials spin like some out-of-control slot machine that ends with a...
July 01, 2006
Unreal EstateFor many clients, emotions around home and property aren't gone with the wind. Many of us grew up believing that owning a place of our...
July 01, 2006
No Summer Break for ETF IndustryJune was a record month for publicly offered ETFs. All in all, 42 new funds were added to the mix in one month's time --...
July 01, 2006
Serving the Middle MarketThe smaller client -- John and Jane Jones with family savings of $75,000 -- used to be the bread and butter of most wirehouses. That...