Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Orion Announces New Onboarding Portal
By Danielle AndrusOrion announced Tuesday that it is launching a new onboarding portal with support from current partner Mineral Interactive.
September 19, 2017
CFPB Pursues Illegal Student Loan Practices Despite DOE Data FreezeThe agency ordered Collegiate Student Loan Trusts and its debt collector to pay $21 million in fines and restitution for illegal debt collection lawsuits.
September 19, 2017
FINRA Releases Arbitrator Diversity Data for the First TimeThe move follows complaints that arb panels were skewed toward white men and a push by the regulator to add African-Americans and women.
September 18, 2017
Orion Integrates With FutureVaultOrion Advisor Services announced Monday that it is integrating with FutureVault, a collaborative information management platform.
September 18, 2017
Rising Health Care Costs Threaten Employees’ Financial Security: MerrillEmployees report that as a result of increasing health care costs theyre spending less, saving less and investing less.
September 18, 2017
Cetera Taps Ex-AFLAC Marketer as CMOIt also brings back a large financial-institutions client with $507 million in brokerage assets.
September 18, 2017
Veterans Better Off Financially but Struggle With Debt: FINRAThe FINRA foundation says it has done the first comprehensive comparative analysis of the financial health of American veterans relative to non-veterans.
September 15, 2017
5 Tips to Build a Senior-Friendly PracticeBy concentrating on this growing market as boomers start to hit 70, advisors can provide financial planning services for decades.