Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Advising Clients in the H1-B Visa Program: a Valuable Niche
By Savita Iyer-AhrestaniMichael Solari helps multinational clients in the H1-B visa program navigate the challenge of planning their financial futures as U.S. citizens.
June 06, 2016
First Steps When a Client Couple DivorcesTo begin, don't try to be a referee. And don't be hoodwinked by what appears to be an amiable split: Divorce is heart-wrenching.
June 03, 2016
Yes, a Six-Figure Income Means You’re AffluentThe mortgage interest tax deduction is largely a subsidy for the affluent, and if your household makes over $100,000, that means you, Justin Fox writes.
June 01, 2016
Global Retirement Preparedness Slowing, Study ShowsInvestors in some areas have increased savings while others reported a decreasing sense of personal responsibility for saving, according to a report by Aegon.
May 31, 2016
Top Investment Firms for Consumer Satisfaction: Temkin GroupNone of the investment firms surveyed had rankings considered "good" or "excellent."
May 27, 2016
Advisor-Sold 529 Plans Lose Market Share Even as Assets GrowAdvisor-sold 529 plans account for 46% of all 529 plan assets, but more investors are choosing direct-sold funds with lower fees, according to Morningstar.
May 26, 2016
How Socially Responsible Investing Strategies Are Built: A Case StudyThe Sad Business School at the University of Oxford provides a nuts-and-bolts look at how a carbon efficiency strategy was born.
May 25, 2016
A Different Liquidity TrapThe evidence is fairly clear that humans tend to make economic decisions that are not in their best interest. Liquidity can enable this irrational behavior.