Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Fiduciary Rule Delay to Cost Investors $11 Billion: Economic Policy Institute
By Bernice NapachEPI is just one of many consumer groups opposing the rule's 18-month delay until July 2019.
September 14, 2017
Focus Financial Adds $1.5B RIA in North Carolina: Recruiting RoundupKestra, Dynasty, Securities America, FiNet, Janney, Mercer and RBC announce new advisors and teams.
September 14, 2017
Nearly 60% of Business Owners Lack a Transition Plan: Wilmington TrustBusiness owners are too busy to start planning, according to this survey of 200 owners of privately held companies.
September 13, 2017
How Do Companies Know if Financial Wellness Programs Are Paying Off?An EY report suggests that employers look to employee engagement rather than ROI.
September 13, 2017
Helping Clients Recover Their Retirements: Pt. 2This column is for clients near retirement age whose planning was swamped by misfortune, like the 2008 crash, and hope to recover their futures.
September 13, 2017
Before Equifax Plunged, and After, No Analysts Dared to Say SellThe stock has lost almost 30% since news broke last Thursday that the credit reporting agency's database had been hacked.
September 13, 2017
Gundlach Weighs In on 'Wack-O' Times in the MarketHe sees further strength in the dollar, trouble ahead tied to the reversal in QE and weak commodity prices.
September 13, 2017
Fintech Is a Tool, Not an Obstacle, in Client ServiceIn the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan, Celent writes.