Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
New HUD Reverse Mortgage Rules Change the Game for Borrowers
By William H. Byrnes, Robert BloinkHUD recently implemented new rules that may make a reverse mortgage line of credit substantially less attractive to many seniors.
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.
October 09, 2017
Think 7% Returns Are Coming Back Anytime Soon? Think Again.Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPAs annual conference.
October 09, 2017
15 Cheapest States for Long-Term Care: 2017Genworths annual study on the cost of care nationwide, which includes home care and assisted living facilities, ranks LTC costs by state.
October 06, 2017
GOP Tax Plan Won’t Do Much for Economy: Moody’sIt's a "boon for business, a wash for individuals" and does little to boost growth, says Moodys analyst Mark Zandi.