Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Finding the Right Match When Selling Your Firm: A Checklist
By Bernice NapachThere are no shortages of opportunity to sell a financial advisory business, says Matt Matrisian of AssetMark. The key is finding the right match.
September 05, 2017
Helping Clients Recover Their Retirements: Pt. 1This column on retirement is written for clients in their 50s or 60s who did not act, or whose planning was swamped by misfortune.
September 01, 2017
Raymond James Advisors Help Save 75 in HoustonWeston Keenan and Kyle Hawthorne worked with others to rescue families affected by flooding from Hurricane Harvey.
August 30, 2017
How to Spot a Harvey ScamScammers prey on the good will of people concerned about those affected by Hurricane Harvey. Meanwhile, industry organizations are helping people affected by the storm.
August 28, 2017
Active Funds Are Performing Better — for NowMorningstar's Active/Passive Barometer shows better performance by active funds this year but not long term.
August 28, 2017
MassMutual Launches Practice Management WebsiteMassMutual launched a new website, AdvisorAdvantage+, to give retirement plan advisors access to practice management tools and guidance.
August 25, 2017
Another Sign DOL Rule Will Exclude Class-Action ProvisionThe latest comes from a Justice Department letter to the federal court hearing the Thrivent case opposing the provision.
August 25, 2017
Seniors Still at Greatest Risk for FraudLocal securities cops on the beat fighting financial fraud have confirmed that financial exploitation against seniors remains a top problem.