Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
For Families With Special Needs, Listening Is Key for Advisors
By Danielle AndrusParents of children with special needs are facing a three-fold challenge when it comes to financial planning.
January 18, 2017
House Bill Would Let Students Pay Off Loans With 529 PlansThe legislation also would encourage companies to help employees save for college or for disability care via tax incentives.
January 18, 2017
CFPB Sues Navient, the Largest US Student Loan ServicerThe CFPB charges Navient with illegal practices that pushed borrowers deeper into debt or prevented their participation in income-driven repayment plans.
January 16, 2017
Republicans Will Find Corporate Tax Reform Isn't That EasyTax reform is a relatively easy concept. As the current House bill shows, the difficulty is in the details.
January 12, 2017
Citi to Return $22.5M in Excess FeesThe reimbursement, ordered by the New York Attorney General, affects about 47,000 mutual fund clients.
January 10, 2017
The Best & Worst Performing Airlines in the WorldFlightStats yearly list rating international airlines for on-time performance.
January 09, 2017
SIFMA Recommends Full-Market Close on MLK DayThe move would cover government securities, muni bonds and other products.
January 06, 2017
Rising Student Debt Among Seniors Threatens to Wreck Their RetirementThe CFPB reports that nearly 40% of borrowers 65 and older, a fast-growing segment of student-loan debtors, are in default.