Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Wealthy Investors Not Afraid to Use Robo-Advice, Study Finds
By Danielle AndrusAdvisors who worry that automating some of their tasks could alienate clients have little to fear, a survey from MyPrivateBanking found.
May 05, 2016
New Tool Shows How Much Longer You Can Expect to Live, in 3 ChartsA new online tool aims to show consumers and advisors how long of a retirement they may need to plan for.
May 05, 2016
CFPB Floats Rule to Ban Use of Arb Clauses to Block Class-Action SuitsCFPB wants to ban this "gotcha that effectively denies groups of consumers the right to seek justice and relief for wrongdoing," said CFPB director Cordray.
May 04, 2016
LPL Expanding HNW Services to RepsExecs say the advisory "landscape has changed" and that the "credibility gap" between indie firms and wirehouses is no more.
May 04, 2016
The Poverty of the Wealth EffectMany of the Fed's recent monetary policy decisions were driven by a belief in the so-called wealth effect that is very likely wrong.
May 04, 2016
Being an Advisor, and Friend, to the LGBT CommunityTimothy LaPean has created a financial planning firm that allows his LGBT clients to rest assured that he's there to listen and help, not judge.
May 03, 2016
DC Plan Participants Prefer Equities, Target-Date FundsA report from EBRI and ICI shows investors have more 401(k) assets invested in equities than before the financial crisis.
May 03, 2016
JPMorgan Urges Re-enrollment for DC PlansTen years after passage of the Pension Protection Act, many DC plan participants are no better off than before, JPMorgan Asset Management argues.