Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How to (Legally) Settle Disputes With Clients
By Chris StanleyThese are the essential points in resolving a client dispute without suiting up for court or arbitration.
January 25, 2017
What Morgan Stanley, Wells Fargo and Merrill Lynch Have in CommonFor one thing, they are all examples of why investors need independent advisors.
January 24, 2017
How to Choose the Right Words to Hook Clients: Pollster LuntzGOP pollster Frank Luntz makes recommendations, which he has tested in his own polling research, for getting a good response from clients and prospects.
January 24, 2017
Half of Americans Worry About Rising Interest Rates: SurveyThe chief cause for worry was the effect of rising interest rates on the stock market, Bankrate reported.
January 23, 2017
Why Donald Trump Has David Kotok Worried About the Global EconomyThe investment manager cashed out of many stocks following Trump's election.
January 23, 2017
Active Management Isn’t Dead, but It’s Evolving: Vanguard’s Tom RampullaThe managing director of Vanguard Financial Advisor Services makes the case for low-cost actively managed funds.
January 23, 2017
Top 15 Countries for U.S. Expats to ThriveLiving abroad helps expats more rapidly meet their long-term financial goals, HSBC says.
January 23, 2017
Kitces to Advisors: Don’t Fear RobosTechnology, not robo-advisors per se, is transforming the advisory business, says industry blogger and wealth manager Michael Kitces.