Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Marines, Lacking Financial Planning, Get Hand From Ex-Army Officer
By Jane Wollman RusoffAdvisor David Block offers pro bono help in retirement planning, avoiding heavy debt and steering clear of scams that target service members.
June 30, 2016
Perez Shrugs Off DOL Fiduciary Rule Lawsuits, Vows Continued Outreach to IndustrySome folks in the industry want a Best Interest Rule as long as its not enforceable, the Labor secretary said.
June 30, 2016
How to Reach Out Digitally to Your Clients’ ChildrenEven advisors who believe their personal and professional relationships with clients couldnt be stronger are likely leaving relationships untapped and assets on the table.
June 29, 2016
Bank Customers Favor Robo-Advice: AccentureNontraditional banks continue to gain momentum, especially among millennials.
June 29, 2016
Celebrate July 4 — and Speak Out for FiduciariesEnjoy the barbecue, and also vow to speak out and help ensure industry lobbyists dont become the public face of fiduciary advisors.
June 29, 2016
Professionals and Conflicts of Interest: Not Hard to GaugeHeres why professionals (and their clients) need standards of ethical conduct that address the proper handling of conflicts of interest.
June 27, 2016
TrimTabs Loses Management of ETF, Then Files to Launch Its CloneWhat TrimTabs did when AdvisorShares chose another firm to manage the ETF it had designed.
June 24, 2016
Why Betterment Delayed Trading After Brexit Vote"During extraordinary events, we are extraordinarily prudent, a Betterment spokesman said. But are they being overly cautious?