Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Not-So-Minor Miners
By Alexei BayerThe past four years have been a "dream come true" for commodities bulls, and this could be only the tip of a commodities iceberg. Oil...
July 01, 2006
Meet the PressI recently had the privilege of serving on a media panel for the national education conference of a distinguished broker-dealer. The questions posed by the...
July 01, 2006
What is Your Name?Have you ever considered what you would name yourself if the choice were yours and not your parents? If you could pick any name in...
July 01, 2006
Advisors Can Turn to Rydex for HelpSo you have a client that wants to know what's better, ETFs or mutual funds. What do you tell them? You might be able to find...
July 01, 2006
Ratios Continue to Fall in Q2Low expenses have been driving the popularity of ETFs, and investors haven't been disappointed. Across all categories, ETF expense ratios were consistently lower in the...
July 01, 2006
Dividends, Sub Sectors and Equal Weights AddedIn April, First Trust Advisors and the Nasdaq Stock Market announced the launch of two ETFs: an equal weight version of the Nasdaq-100 (QQEW) and...
July 01, 2006
Kovack Father and Son Join NASD GroupIn what may be a first for the industry, Ron Kovack and son Brian Kovack of Kovack Securities in Ft. Lauderdale, Fla., now hold NASD...
July 01, 2006
Embracing Wealth Management"Wealth management" is such a hot topic these days that there's a very real risk that the term itself will devolve into a meaningless, inconsistently...