Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Thanks, Starbucks: How Daily Spending Hurts Retirement Savings
By Michael S. FischerSimple costs add up: Think Starbucks, Uber and monthly purchases at Bloomingdales. Oh yeah, and Americans love to dine out.
March 09, 2016
Betterment Launches Aggregation ToolClients will be able to get a complete picture of their finances, including their investment assets, bank balances and outstanding debt.
March 09, 2016
Why Don’t Investors Stay True to Their Principles? Think Self-DeceptionAmid volatile markets, the temptation to stray is particularly intense, but behavioral finance's insights show how to buck this self-defeating trend.
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.