Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
A Retirement Cost Reality Check, in 4 Charts
By Bernice NapachClients must prepare for longer lives with lower portfolio returns and rising costs, Katherine Roy and Anne Lester of J.P. Morgan Asset Management say.
March 08, 2016
Extraordinary Study Reveals Widespread Broker MisconductBut the academics also create some confusion in using the nomenclature "financial advisers" when they mean "brokers."
March 08, 2016
Wealthy Women Are More ‘Advisor Oriented’ Than MenAffluent female decision makers form strong relationships with their advisors and report higher levels of satisfaction, according to Phoenix Marketing International.
March 07, 2016
5 Key Questions on Taxation of Mutual Fund DividendsThinkAdvisor has partnered with Tax Facts Online, its ALM sister service, to take a deeper dive into tax issues in a convenient Q&A format.
March 04, 2016
Why We Fear the IRSThe IRS is incredibly powerful, and the tax code is incredibly opaque.
March 04, 2016
Time to Rethink TDF Use in Retirement Plans: Financial EnginesPlan sponsors favorite default investment isnt appropriate for all of their participants, and education isnt enough to change their behavior, Financial Engines says.
March 03, 2016
How an Aging Work Force Can Thrive in the Digital EconomyDigital technology done right can keep the worlds aging populations independent, active and working longer than previously possible, the OECD says.
March 03, 2016
Dispelling the Financial Psychobabble Women Tell ThemselvesPsychotherapist Ginger Dean uses her blog Girls Just Wanna Have Funds to help women understand the importance of financial independence and proper financial planning.