Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Tell Your Deadbeat Partner to Earn More
By Emily ZulzConsumer Reports survey tackles uncomfortable family finance topics and offers tips on discussing money issues with loved ones.
April 13, 2017
Morningstar Pushes Change in DOL Fiduciary Rule EnforcementThe fund rating agency suggests a third-party audit of firms big data to check if individual portfolios are providing a best interest standard of advice.
April 13, 2017
Serving Affluent Investors With Robo, UMA Models: CelentTax management is a key area where UMAs and robo-advisors overlap.
April 11, 2017
Will Edward Jones’ New Ads Lure Experienced Advisors?The firm wants to recruit more veteran advisors, but one recruiter says the idea that the print ad campaign will succeed is "laughable."
April 10, 2017
Why a Diluted Fiduciary Rule Is Bad for Advisors: Betterment, CFP BoardBetterment, CFP Board and Consumer Federation say that a watered-down rule could hurt not just investors but advisors, and they discuss what could happen next.
April 10, 2017
Morningstar’s March Winners and LosersFunds with Medalist ratings account for about 9% of funds sold in the U.S. and some 60% of assets under management.
April 09, 2017
RIAs Now the Biggest Driver of ETF Asset Growth: BroadridgeA new report says fee-based RIAs have replaced institutional investors as the leading force behind the growing demand for ETFs.
April 07, 2017
10 Dumbest States for Financial Literacy: 2017Many financial education programs and consumer habits are still falling short after the recession.