Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
DeVos Sued Over Plans to End Protections for Student Borrowers
By Andrew HarrisA coalition of states is suing Education Secretary Betsy DeVos for her plans to end rules that protect student loan borrowers.
October 16, 2017
New HUD Reverse Mortgage Rules Change the Game for BorrowersHUD recently implemented new rules that may make a reverse mortgage line of credit substantially less attractive to many seniors.
October 16, 2017
Move Over, Vanguard: State Street Slashes ETF Fees to Industry LowsIt is also launching SPDR Portfolios ETFs, a suite of 15 low-cost funds that will be available on TD Ameritrade's newly expanded ETF Market Center.
October 13, 2017
Why Mutual Funds Are the Most Popular Investment for US Households: ICIThe mutual fund industry trade group reports that almost half of all U.S. households own mutual funds.
October 12, 2017
Oranj Launches Free Wealth Management Software Product for AdvisorsThe MAX offering includes model portfolios and funds from BlackRock, Direxion, Morningstar, ETF Securities and Frost Investment Advisors.
October 12, 2017
Families Saving More for College but Underestimating Costs: FidelityFidelity's College Savings IQ survey also found that more families are using 529 college savings plans but many don't understand all the advantages.
October 10, 2017
New York Life Adds Student Loan Repayment Program for EmployeesThe repayment program will offer up to $10,200 over five years for eligible employees, as well as student loan advice and online planning tools.
October 10, 2017
LTCI’s Death March Sparks Rise in Hybrid ProductsThe enduring need for funding LTC has sparked a relatively new line of hybrid products that combine LTCI with life insurance or an annuity.