Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Helping Clients Recover Their Retirements: Pt. 1
By Philip J. RomeroThis column on retirement is written for clients in their 50s or 60s who did not act, or whose planning was swamped by misfortune.
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.
August 24, 2017
Financial Stress Could Cost Employers Up to $250B in Lost Wages AnnuallyEmployees spend 5 to 13 work hours per month worrying about personal finances, Mercer reports.
August 22, 2017
CAPTRUST and CapTrust ReuniteThe two firms split in 1998 but had operated as part of the larger CapTrust organization.
August 22, 2017
Advisor Lied to Pro Athlete About ‘VIP’ Fees: SECThe advisor told the athlete and his wife that they were paying a special rate but charged them $1.2 million more than represented, SEC says.