Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Why Women Make Great Investors
By Emily ZulzWomens investment behavior tends to follow recommended investment principles more often than mens, according to a Wells Fargo Investment Institute report.
July 24, 2017
Social Security Survivor Benefits: Don’t Just Survive, MaximizeThe extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
July 24, 2017
44% of Americans Don’t Know When the Fed Last Raised Rates: WalletHubA WalletHub survey aims to see how much the general public knows about the Fed.
July 23, 2017
Wells Fargo Data Release Said to Lead to Regulatory FocusRegulators are said to have started asking questions about the breach after the data was mistakenly provided to an attorney.
July 21, 2017
Morningstar, MMI Launch Sustainable Investing InitiativeThe program is focused on educating financial advisors about ESG investments because an increasing number of clients are demanding them.
July 21, 2017
Experts Disagree on Role for Regulators in CryptocurrencyICOs are an increasingly popular way to fund cryptocurrency projects, but they're raising concerns among everyone from technologists to lawyers in addressing regulations.
July 21, 2017
For Wealthy Pre-Retirees, What Beats Financial Security?Affluent retirees shun traditional asset allocation guidance to reduce equities with age.
July 21, 2017
Top-Rated 529 College Savings Plans: Savingforcollege.comThere are 17 plans with top rankings based on their flexibility, costs, investment performance and more.