Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Thinking Millennial: How to Woo the Largest Generation
By Olivia Mellan, Sherry ChristieFeel the ground trembling underfoot? It's the largest generation in American history thundering into the economy.
February 27, 2017
Most Middle-Income Boomers Feel Unprepared for Retirement: SurveyJust 31% of middle-income boomers feel prepared for retirement now compared to 41% before the financial crisis, according to a Bankers Life survey.
February 27, 2017
Vanguard Cuts ETF Fees as Race-to-Zero With BlackRock Heats UpFees lowered on emerging market and European stock ETFs; move follows expense reductions by BlackRock, State Street.
February 24, 2017
Merrill Trims Fees for Some Clients With Less Than $1MThe cuts could bring charges down to roughly 2.2% of assets, saving clients some $5,000 a year.
February 23, 2017
Clara Shih: How to ‘Work Smarter’ on Social MediaYou cant just post and post on social media, Clara Shih says; going a little deeper can help ensure that robo-advisors dont take over.
February 22, 2017
Dalbar: Active or Passive Funds? 12 Factors to Consider (Beyond Fees)Dalbar crunches the numbers and weighs pros and cons of the fund types over time, and the results should surprise advisors and their clients.
February 22, 2017
BD Must Repay Tribe $3.4M, Pay $750K FINRA FineAn advisor that sold $190 million in nontraded REITs and BDCs has yet to resolve charges with the regulator.
February 22, 2017
What Investment Fraud Victims Have in CommonThe current economic environment is ideal for swindlers to practice their craft, AARP says.