Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
FINRA Close to Filing Fraud Rule for ‘Vulnerable’ Investors
By Melanie WaddellFINRA senior helpline has received 6,700 calls to date. Top call queries: education, variable annuities, BrokerCheck.
October 17, 2016
Divorce Is Destroying RetirementEven as divorce rates for younger Americans have fallen, failed marriages among people over 50 doubled from 1990 to 2010.
October 14, 2016
New Messaging App May Help Hook Millennial ClientsA new app could have implications for advisors client communication strategies, particularly their millennial clients.
October 14, 2016
Sen. Warren Urges Obama to Fire SEC Chief Mary Jo WhiteWarren says White is not addressing pressing matters of compelling interest to investors and the public.
October 14, 2016
Economic Anxiety Peaks as Election ApproachesAmericans economic anxiety had increased over the past six months, and was up significantly from a year ago, according to a poll.
October 13, 2016
Coordinate Retirement Withdrawal Strategies to Generate Most IncomeAdvisors can raise the bar on Social Security advice by coordinating clients account withdrawals and claiming strategies.
October 12, 2016
Wells Fargo CEO Stumpf Steps DownAfter fallout from fake-accounts scandal, John Stumpf said that he believes new leadership at this time is appropriate.
October 11, 2016
15 Best U.S. Cities for LGBT RetirementWith about 1.5 million seniors identifying as LGBT, SeniorAdvice.com released a list of the countrys top cities for LGBT-friendly retirement.