Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Valentine's Day Gifts at a Sweet Price Point: LPL
By Janet LevauxThe IBD looks at trends affecting the costs of the most popular gifts for Feb. 14. Overall, prices rose slower than inflation.
February 13, 2017
Growing RIA Grabs $160M Group in SoCalMercer Advisors says this is its sixth deal over the past 12 months; it has $9.6 billion in client assets.
February 10, 2017
Divorcees Floundering on Retirement Finances: SurveyWomen are more proactive in adopting positive financial behaviors following divorce, according to an AICPA survey.
February 09, 2017
$4.7 Trillion 401(k) Market ‘There for the Taking’ for RIAs"Its a wide open competitive landscape," says Skip Schweiss of TD Ameritrade.
February 09, 2017
Bogle: ‘Fiduciary Principle Will Live On’ No Matter WhatThe lower cost funds and fee-based accounts created in response to the fiduciary rule will remain, writes the former Vanguard CEO.
February 08, 2017
What's Keeping Advisors Up at Night?Fidelity surveys point to regulatory issues; the firm offers tips on how to manage as DOL stays in the headlines.
February 08, 2017
The Future of the DOL Fiduciary Rule Could Be Decided This WeekAs a federal judge in Texas has ruled in favor of the Labor Department, clarity could be coming soon.
February 07, 2017
4 Alternative Funds Win Medalist Rating: MorningstarThe research firm says these Bronze funds have specialized expertise guiding their powerful strategies.