Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
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By Robert TyndallThe explosion of ETF assets from zero to almost $50 billion between 1993 and year-end 2000 marked an unusually fast rate of growth. Normally, such...
October 01, 2006
iShares Commodity Products DebutJust as commodities have enjoyed a major bull run, a wave of commodity-linked investments is looking to make its way into investors' hearts. Barclays Global Investors...
October 01, 2006
UBS to Buy McDonald after Piper Jaffray Deal ClosesWhat do you do after gobbling up some 700 Piper Jaffray advisors? If you're UBS, you make another deal -- this time to rake in...
October 01, 2006
More Funds Keep Flowing into ETFsAccording to the Investment Company Institute (ICI), the combined assets of U.S. exchange-traded funds grew by 3.2 percent or $10.43 billion in June to a...
October 01, 2006
Advisor AdvocateA colleague once told Keith Gregg: "You're a business acceleration specialist. You know how to grow the hell out of things." And it's true. He's taken...
October 01, 2006
When Good Sectors Go BadAt one time, technology was the envy of the market world. Today, years after the sector turned from investor darling to scapegoat, the bleeding continues:...
October 01, 2006
New Filings Offer ExcitmentAn already busy third quarter saw a flurry of ETF registration filings. WisdomTree, which recently launched a new menu of dividend-oriented ETFs, is looking to add...
October 01, 2006
Bull and Bear ETFsFinancial advisors often have to field clients' questions on whether it's a bull or bear market and, in either event, whether they should be buying...