Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
House Bill Would Let Students Pay Off Loans With 529 Plans
By Janet LevauxThe legislation also would encourage companies to help employees save for college or for disability care via tax incentives.
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.
January 06, 2017
Election Leaves Millennials Pessimistic About Financial SecurityMore than 70% of millennials said the economy this year would be worse off than in 2016, the survey found.
January 06, 2017
DOL’s Perez Makes Plea to Trump as NAFA Appeals Fiduciary DecisionIn an exit memo, Perez said the next administration and Congress must adequately fund DOLs enforcement of the fiduciary and overtime rules.
January 05, 2017
Investors Increasingly Willing to Pay for Financial Advice: CerulliRetainers and hourly fees were the least compelling fee structures, the study found.