Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Broad Strokes of Tax Reform Released in GOP Framework
By Robert Bloink, William H. ByrnesThe GOP tax framework aims to simplify the tax code for both individuals and small businesses while reducing the tax burden at both levels.
September 28, 2017
New York Reminds Student Borrowers to Apply for Loan ForgivenessTrump has threatened to end the program, but Attorney General Schneiderman notes it's still intact and his office will help New Yorkers wrongfully denied eligibility.
September 28, 2017
Investors Misinformed on Index Funds, Alternatives: NatixisSome of the blame for the confusion can be traced to closet indexers, Natixis says.
September 27, 2017
DFA: What Clients Value Most in Their AdvisorsWhile investors use emotion to measure the primary value received from their advisor, the most important attributes of that relationship are more practical, DFA found.
September 27, 2017
Financial Worries Dampen the ‘American Dream’According to a survey, 64% of Americans now view financial success simply as not living paycheck to paycheck.
September 26, 2017
Young Investors, Pt. 2: Get Off the ‘Hedonic Treadmill’More attention on retirement planning should be paid to those in their 20s through 40s, who still have the time to avoid their parents mistakes.
September 26, 2017
Ex-NBA Star, Financial Advisor, Others Charged in NCAA Bribery ScandalCoach Chuck Person and Princeton Advisory Group CEO Munish Sood are among 10 people charged over alleged illicit payoffs to young athletes.
September 26, 2017
Here’s How Financially Naive Millennial Parents AreAccording to Personal Capital, 70% say they favor saving for their kids college education over saving for retirement, a strategy advisors usually oppose.