Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Top 10 ‘Boomtowns’ in America
By Bernice NapachRealtor.com chose these neighborhoods based on their growth in households, jobs and housing starts.
April 18, 2016
When to Retire? Millennials Look to Their Wallets, Not Their CalendarsMillennials are much more likely than older workers to tie their expected retirement date to a financial goal versus reaching a certain age, Merrill found.
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.