Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
16 Best & Worst 529 College Savings Plans of 2016: Morningstar
By Bernice NapachOf the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
November 01, 2016
5 Best Asset Managers for Tech-Minded AdvisorsAccording to a report from DST kasina, less than 20% of asset managers provide the detailed performance data that 79% of advisors desire.
October 31, 2016
Cetera Says It, Too, Will Keep Commissions in Retirement AccountsCetera Financial makes the announcement as it rolls out new technology related to the DOL fiduciary rule.
October 31, 2016
Advisor Social Media Use Grows, as Do the Different Ways It’s UsedWhich platforms are used and how often depend on individual firms, advisors noted at a SIFMA forum, which could change when FINRA issues new guidance.
October 31, 2016
Future of Robo-Advice Is Bright, With a Catch: ReportDespite low barriers to entry, incumbents cast a shadow over startups.
October 28, 2016
FINRA Sweeps Broker-Dealers’ Cross-Selling PracticesFINRA focused on nature, scope of BDs cross-selling activities and whether they are adequately supervised.
October 26, 2016
College Gets More Expensive, AgainTuition and fees at private and public schools alike keep rising faster than inflation.
October 24, 2016
What Does Divorce Really Cost?Conducted by volunteers, Second Saturday workshops address the legal, emotional and financial issues of divorce.