Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Who Wins, Who Loses in Defeat of the CFPB Anti-Arb Rule
By Bernice NapachLike many battles in Washington these days, the Senate vote against the CFPB rule pits consumer groups against financial institutions and their representatives.
October 24, 2017
Working Past 70½? Skip the 401(k) RMD Without PenaltyFor clients working past age 70, there is an exception allowing them to defer their 401(k) RMDs until retirement, Professor Robert Bloink says.
October 23, 2017
Hearsay Acquires Mast Mobile to Strengthen Its Texting PlatformHearsay will apply Masts technology to advance its Hearsay Messages text-based client outreach solution.
October 20, 2017
2 Biggest Reasons Clients Trust Their AdvisorsVanguard assessed 32 skills, practices and behaviors for their effect on client trust. Interestingly, financial planning ability barely cracked the top 10.
October 19, 2017
Get Clients to Break Their ‘Money Silence’ or Lose ThemKathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy and stop the next generation from firing them.
October 19, 2017
Trump Signs Elder Fraud Bill Into LawThe new law cracks down on telemarketing and email fraud and boosts penalties for health care fraud.
October 18, 2017
Number of Younger Millionaires Who Use an Advisor Is Declining: FidelityFidelity's millionaire outlook study finds that the ranks of Gen X and millennial millionaires are growing fast.
October 17, 2017
Women Invest Like Men but With a Key Difference, Study FindsCapital Groups survey of women shows confidence in their investment decisions but not necessarily the power to execute.