Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to Achieve Financial Wellness? Use Programs Repeatedly, Run Retirement Projections
By Bernice NapachThese are the key findings from Financial Finesse's 2016 Year in Review report.
March 23, 2017
Another Casualty of Bad Retirement Planning: Worker ProductivityEBRIs latest retirement survey found that lack of planning comes with more stress and less productivity.
March 23, 2017
Texas BD to Pay $100K Fine, Repayments to Seniors It Fleeced in MassachusettsIn one case, a senior client in the final stage of terminal cancer had almost all of her assets put in a variable annuity.
March 23, 2017
New Money Market Fund Rules Working as Planned: NY FedAs a result of the new rules, money has shifted away from riskier institutional prime and muni funds into safer government funds.
March 23, 2017
6 Guidelines for Building a Client-Friendly Financial AppThe Center for Financial Services Innovation has partnered with Google Play to release a guide for firms building their own fintech app.
March 23, 2017
‘Myth Busting’ Ex-Broker to Pay Dating Guru $1MA FINRA panel has ruled that radio host Dawn Bennett is required to compensate the former client for losses and expenses.
March 23, 2017
Advising Clients on Social Security: Talking Points, Part 4In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
March 23, 2017
On Cybersecurity, Clients Have a Lot to LearnYour clients are getting the message that they need secure passwords and that public Wi-Fi isnt necessarily safe, but that's about all they know.