Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Jon Stein: Automation Avant Garde — The 2016 IA 25
By Danielle AndrusBetterment has had a heck of a year.
April 29, 2016
House Votes to Block DOL Fiduciary RuleHouse Speaker Paul Ryan applauds resolution's passage, stating that "bureaucrats in Washington, D.C., have no business getting between you and your financial planner."
April 28, 2016
White House Offers More Ways for Student Loan Borrowers to Avoid DefaultNew initiatives from the Education Department and CFPB help borrowers identify the best repayment options.
April 28, 2016
Half of Consumers Lack an Advisor, Though They Need Help: FiservRespondents to a Fiserv/Harris poll gave themselves a B for short-term money skills but only a C+ on long-term skills like saving for retirement.
April 27, 2016
Here's How to Fix All That Federal RegulationIs Sen. Elizabeth Warren right when she charges that federal agencies are too influenced by powerful private groups?
April 27, 2016
A Wealth Planning Tool That Anticipates Clients’ Next MovesNorthfield Information Services built WealthBalancer to help advisors build holistic plans that include future life events.
April 27, 2016
Fee-Only Fiduciary Confusion From the CFP BoardA reader's use of the CFP Board as the poster boy for run-amok regulation over seemingly nebulous definitions, like fee-only, is sobering.
April 26, 2016
Cam Marston: Generational Translator — The 2016 IA 25Cam Marston explains the nuances of different generations to each other, with humor and insight.