Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Chinese Paradox
By Alexei BayerEarlier this year, when Chinese president Hu Jintao visited the United States, a political cartoon made rounds in American newspapers. Mr. Hu was shown driving...
June 01, 2006
LPL Hits the Road to Boost ResultsAt LPL, which has some 6,400 advisors, the practice-management team aims to host more than 150 face-to-face events nationwide in 2006. That's in addition to...
June 01, 2006
Cuts and More at MerrillWhat's gone up is now coming down -- at least when it comes to some cash payouts at Merrill Lynch. Merrill brokers will see cash compensation...
June 01, 2006
Read Their Lips: No New TaxesFor 2005, the iShares funds announced zero capital gains distributions on all 101 U.S. listed exchange-traded funds. It was the fourth consecutive year the company...
June 01, 2006
All Hail, Gatekeeper!By the powers vested in me by Research magazine, I am declaring the month of June "National Gatekeeper Month." Have you hugged your gatekeeper today?...
June 01, 2006
Wachovia to Hire 900 Reps, Again, with New Private Client Exec.Morgan Stanley isn't the only firm with a new brokerage executive tapped from the ranks of Merrill Lynch: Wachovia Securities has signed James Hays to...
June 01, 2006
New Fundamental Index ETFPowerShares has launched an ETF that tracks the FTSE RAFI U.S. 1000 index (ticker: PRF). The Research Affiliates Fundamental Index (RAFI) is designed to beat conventional...
June 01, 2006
Wachovia Completes New York Market TeamThere's a new face at Wachovia Securities' Park Avenue branch in New York. The office at 250 Park (between East 46th and 47th streets) is...