Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Older Consumers Fret About Reverse Mortgages, Scam Recovery: CFPB
By Melanie WaddellDebt collection was the biggest target of seniors' complaints, the CFPB reported.
May 30, 2017
Former Advisor Charged with Taking $4.5M From Ex-NFL PlayerAn FBI investigation led to the charges facing the former financial advisor to defensive tackle Cory Redding.
May 26, 2017
DOL Looking for Reason to Delay Full Fiduciary Compliance Date: LawyerThe department says it will issue a Request for Information; the findings could give it cover to delay past Jan. 1, lawyer Erin Sweeney says.
May 24, 2017
Financial Planning: The Antidote for the More MatrixFinancial planning is the perfect tool for helping clients overcome cravings for more because it provides a method for visualizing and quantifying enough.
May 24, 2017
Trump Budget Would Increase College Costs, Loans for ManyIt would do so primarily by the changes and cuts made to college loan programs and repayment plans.
May 24, 2017
70% of Americans Question Financial Pros’ TrustworthinessInvestors knowledge of investment fees is low and odd notions are rampant, Personal Capital finds.
May 24, 2017
Senior Financial Abuse Prevention Bill Gets Texas Lawmakers' OKThe Financial Services Institute says it worked with state legislators on the new rules.
May 23, 2017
A 7-Point Checklist for Advisors to Protect Against CyberattacksFormer Homeland Security Secretary Michael Chertoff offers his recommendations on how financial firms can prevent or limit the impact of an attack.