Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
TD Ameritrade Says Hybrid Is Right Tech Model as Profits Improve 8%
By Janet LevauxCEO Fred Tomczyk also says that the new DOL fiduciary rule will entail slightly higher costs and plenty of review.
April 15, 2016
Texas Tech Offers Summer Financial Planning Course for High School StudentsTexas Tech University and the Charles Schwab Foundation are teaming up to pique students' interest in the advisory profession before they get to college.
April 15, 2016
Obamacare Cadillac Tax, Despite Delay, Still Driving Health Plan ChangesObamacares Cadillac tax on high-cost health plans was delayed until 2020, but many employers are still reducing benefits to avoid paying the tax, EBRI says.
April 15, 2016
Getting '100% of Women' to Make a Financial Plan: BNY MellonKim Mustin wants to help advisors communicate more intelligently with female prospects and encourage women to get a financial plan.
April 13, 2016
Repaying College Loans Early: Bad for Retirement?Every dollar spent on paying down student debt means 17 to 35 cents less saved for retirement, a study of HelloWallet users found.
April 12, 2016
IRS Needs More Money and Staff to Thwart Hackers: CommissionerA hearing at the Senate Finance Committee exposes problems with IRS cybersecurity operations but bipartisan support for solutions.
April 12, 2016
Voters Say Preserving Social Security Is Top Economic Issue: PollEven among 18- to 34-year-olds, more than half said Social Security should be the next president's top economic concern, AICPA found.
April 11, 2016
Top 10 Smartest States for Financial Literacy: 2016These states' residents are the most likely to save money for emergencies, spend less than they earn and perform other healthy financial habits.