Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Meet the Press
By Gil Weinreich, Gil WeinreichI 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
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
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
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
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
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
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
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...