Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Working Past 70½? Skip the 401(k) RMD Without Penalty
By Robert Bloink, William H. ByrnesFor clients working past age 70, there is an exception allowing them to defer their 401(k) RMDs until retirement, Professor Robert Bloink says.
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.
October 17, 2017
DeVos Sued Over Plans to End Protections for Student BorrowersA coalition of states is suing Education Secretary Betsy DeVos for her plans to end rules that protect student loan borrowers.
October 17, 2017
The Ear of the Beholder: Words Clients Hate, Words Clients LikeA Chubb research project found that its not what you say to prospects that matters; its what they hear.
October 17, 2017
Complaints by Student Loan Borrowers Yield Millions in Relief: CFPBThe CFPB's annual report extols the benefits of consumer complaints, which ultimately affect policy.