Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Your Clients Are Less Financially Literate Than You Think
By Melanie WaddellLack of financial literacy is quite pervasive across all income ranges, says Sarah Newcomb of Morningstar.
July 26, 2016
How to Handle Client Setbacks: Advice From 6 Industry GurusAnyone in the planning business knows the humbling adage, Man proposes, but God disposes. Or more colloquially, Stuff happens.
July 25, 2016
Top Portfolio Products: ARK Launches 3D Printing ETFThe PRNT ETF tracks the Total 3D-Printing Index, which includes 40 stocks in 3D printing and related businesses such as computer-aided design.
July 25, 2016
4 Types of Affluent Gen Xers and Millennials and How They InvestThese four investing styles are common among younger age groups.
July 25, 2016
How an Advisor's Compensation Structure Affects the Client RelationshipWhy a fee-based comp model is more beneficial to the advisor's company, the advisor and the client.
July 22, 2016
Financial Stress Has Toxic Effects on EmployeesOne financial factor is key in determining an employees financial stress level, finds a study by Financial Finesse.
July 21, 2016
The SEC Investor Advocate’s View Askew: The Illusion of Fee DisclosureWhats missing in the SEC report are the costs to investors of recommendations by advisors who do not have a fiduciary duty.
July 20, 2016
Morgan Stanley Profits Drop 14%: Q2 EarningsThe wealth group had pretax earnings of $859 million, down 3% from a year ago.