Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
SEC Advancing Third-Party Exam, Fiduciary Rule Plans
By Melanie WaddellSEC chief White said agency is looking at staff recommendations on a rule to require independent compliance reviews.
September 26, 2016
Why Yale Keeps Beating Harvard in the Endowment GameDavid Swensen, who has led Yales strong performance, says his approach should not be a model for individual investors.
September 26, 2016
As U.S. Workers Struggle With Retirement Planning, Most Yearn for Advice: TransamericaBaby boomers, Gen Xers and millennials face separate but significant challenges when it comes to saving for retirement.
September 23, 2016
How Your Client's Feelings Can Improve Your Leadership StyleSurvival depends on our ability to trust one another, Simon Sinek said during the closing keynote at the eMoney Advisor Summit.
September 23, 2016
Client Focus, Organic Growth Crucial to Advisor Success: eMoney SummitFidelitys Mike Durbin says that in the fragmented financial services industry, client-centric firms that can grow organically will be the winners.
September 23, 2016
‘Hit Pause’ on DOL Fiduciary Rule, Insurer’s Lawyers Urge Federal JudgeLawyers representing insurer Market Synergy told a Kansas judge that DOL failed to prove that state-based regulation of fixed-indexed annuities is broken.
September 22, 2016
10 Best Paying Cities for WomenPay rates vary from one region to another within the U.S.; in some places, the pay gap between men and women varies substantially, too.
September 21, 2016
LinkedIn’s 4 Tech Trends to Know When Facing Next-Gen ClientsHigh tech or high touch? Next gen clients want both, a study finds.