Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Blackstone Booming Ahead in Nontraded REIT Business
By Janet LevauxWorking with the wirehouses, rather than exiting the market like W. P. Carey, is Blackstone's approach.
June 14, 2017
Gundlach: Even Odds of 3rd Rate Hike; Trump Being ‘Rope-a-Doped’For some market players, it makes sense to move to cash, the DoubleLine executive says, reiterating the bumps he sees ahead.
June 14, 2017
NY Attorney General Charges Advisor With Defrauding Elderly ClientsDean Mustaphalli "squandered and looted $10 million from hardworking individuals" by investing their money in a risky hedge fund, said Attorney General Schneiderman.
June 13, 2017
Crunch Time Part II: CFP Board’s ‘D-Day’If the CFP Board doesnt get planners on the right side of the fiduciary issue right quick, it risks marginalizing the entire profession.
June 13, 2017
RIAs Add Services Without Raising Fees: Schwab Advisor StudyIn an effort to stand out, nearly half of advisors are bowing to this kind of fee pressure, Schwab's Bernie Clark says.
June 13, 2017
How Wealthy Millennials Are Changing Investing, Giving and WorkImpact investing gains increasing traction, especially among male investors, U.S. Trust finds.
June 13, 2017
Avoid These Mistakes When Working With WidowsThe most innocuous, well-meaning comment can grate on a newly minted widow or widower.
June 12, 2017
How Much Traction Do Robo Hybrids Have With Investors?Hybrid advice offerings can help firms add younger clients and serve older clients more complex needs.