Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
What Morgan Stanley, Wells Fargo and Merrill Lynch Have in Common
By Bob ClarkFor one thing, they are all examples of why investors need independent advisors.
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.
January 20, 2017
For Families With Special Needs, Listening Is Key for AdvisorsParents of children with special needs are facing a three-fold challenge when it comes to financial planning.
January 20, 2017
When Trump Tweets, Investors ListenWhat does a tweeting president mean for advisors and their investor clients?
January 19, 2017
Free College Tuition Plans Sprout in States as Feds Could Cut AidGet ready for potential changes in the college funding arena at the federal and state level, some good and some bad for borrowers.