Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
A Market Trend You Can Always Depend On
By Eric CrittendenIts too painful for investors to change their decision and be wrong, even when the math overwhelmingly says its the right thing to do.
March 24, 2016
For Servicemembers, Debt Collection Is Top Consumer ComplaintServicemembers are nearly twice as likely as the general population to file a complaint with the CFPB about debt collection issues.
March 24, 2016
Senators Blast CFPB Social Security CalculatorWhen the Consumer Financial Protection Bureau released its Social Security planning tool in November, some took issue with the estimates it provided.
March 23, 2016
Raymond James CEO: Over 90% of Alex. Brown Reps RetainedRaymond James says it's on track to retain most of the 200 Deutsche Bank advisors moving to the firm after the wealth unit's acquisition.
March 23, 2016
Are DOL Fiduciary Foes Protecting the Little Guy? Financial Engines CIO Cries FoulChristopher Jones says opposition to the fiduciary rule is not really about how it impacts small investors but firms' desire to sell them high-fee products.
March 22, 2016
15 Worst States for Retirement: 2016"Worst" is in the eye of the beholder, but these states present some challenges to retirees.
March 21, 2016
Top Portfolio Products: Janus Plans 4 Health-Related ETFsWhat do long-term care, obesity, fitness and organic food have in common? See Janus Capital's latest ETF plans.
March 21, 2016
Breaking Up Is Hell, Especially for Advisors and ClientsA cautionary tale: Clients don't like firing advisors. But when the relationship goes south, they will work through the awkwardness.