Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
New York Cracks Down on Student Loan Fraud, Abuse
By Bernice NapachAttorney General Eric Schneiderman has announced a three-pronged approach designed to end abuses and get compensation for victims.
August 17, 2017
25 Best US Cities for Retirement: 2017Out of the 150 most populous cities, these 25 got (mostly) high marks from WalletHub in four categories.
August 17, 2017
Wealthy Women Prepping for Wealth TransferA recent report by RBC Wealth Management looks at how high-net-worth women approach building, preserving and transferring wealth.
August 15, 2017
Will LPL’s New NPH Reps Stay or Go?Industry specialists debate how the move to a self-clearing firm could impact the 3,200 reps.
August 15, 2017
Brokerage ‘Kickbacks’ From Exchanges Draw ScrutinyWilliam Galvin of Massachusetts has written to Fidelity, Schwab, Morgan Stanley and others asking how they route orders to exchanges.
August 14, 2017
Fewer Millennials Thinking About Finances: Navy Federal Credit UnionThe credit union surveyed military and civilian millennials and found both groups may be less financially sound than they think.
August 11, 2017
Will the Solar Eclipse Darken Financial Markets, Too?Research shows daylight saving time can impact the markets, but the potential impact of an eclipse is less clear.
August 11, 2017
Ex-Con, Buddies Duped Investors in $15M Oil Drilling Scheme, SEC SaysThe phony oil drilling investment scheme promised returns as high as 55%.