Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
‘No Fee Compression on Our Advisors’: Raymond James CEO
By Janet LevauxPaul Reilly discusses retention, recruiting efforts and compliance issues during the yearly indie advisor event.
April 27, 2017
New Fannie Mae Policies Help Student Borrowers Get MortgagesThe policy changes reduce the cost of cash-out refis for student loan borrowers.
April 26, 2017
10 Ways to Engage Gen XersAngie Herbers, Michael Kitces and Cam Marston weigh in on how to reach this sometimes-forgotten generation.
April 26, 2017
Personal Capital Has a New CEOBill Harris, who founded the firm, steps down but remains chairman, as Personal Capitals COO takes over as CEO.
April 25, 2017
Global Coalition on Aging Releases Dementia Innovation Readiness Index"Regulators must step up to define meaningful endpoints and encourage early detection and diagnosis," says GCOA's Hodin
April 25, 2017
Mass. Regulator Galvin Slams Financial Choice ActThe Act "purports to benefit Main Street and Mom and Pop," William Galvin told Rep. Hensarling, but instead "is a generous gift to Wall Street."
April 24, 2017
Your Clients' Financial Well-Being Is More Than Their Finances: MorningstarAccording to Morningstar, a person who isnt both economically sound and emotionally well is not financially healthy.
April 23, 2017
The Low-Yield Bond Market Is BackAdvisors face the same challenge today that they faced before the election and two Fed rate hikes: finding income for clients.