Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Dalbar: Active or Passive Funds? 12 Factors to Consider (Beyond Fees)
By Janet LevauxDalbar crunches the numbers and weighs pros and cons of the fund types over time, and the results should surprise advisors and their clients.
February 21, 2017
Two-Thirds of Americans Aren’t Putting Money in a 401(k)A dark, detailed new look at why many employees may never be able to retire.
February 17, 2017
Is It Time to Toast or Roast Rising Wine Prices?Wine analysts share their views on what is driving higher prices.
February 17, 2017
Top 10 Surprising States With Most MillionairesWealth is more concentrated and shifting geographically, according to the annual Phoenix Wealth & Affluent Monitor.
February 16, 2017
Household Debt Is Rising, but Consumers in Better ShapeHousehold debt has reached its highest level since the financial crisis but delinquency rates are lower, according to a New York Fed report.
February 15, 2017
New Robo-Advisor Targets Minority CommunitiesFinhabits is focused on minority clients because many Latinos and African-Americans don't have retirement funds, says founder Carlos Garcia.
February 15, 2017
Millennials Want to Make Wise, but Different, Money DecisionsMillennials need the same education older generations had, but how they use it will set them apart.
February 15, 2017
Financially in Charge at Home, Women Are Less Confident at WorkA majority of American women have assumed responsibility for their familys finances, but many have not shown similar assertiveness at work, Allianz found.