Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
4 Financial Personalities and How to Work With Them
By Emily ZulzDNA Behaviors Leon Morales discusses the different types of behavioral biases and how they can affect advisors relationships with their clients.
February 18, 2016
What Investors Want More of, Besides PerformanceFee disclosure and reliable security are more important to retail investors than protecting their portfolios from losses, a study from the CFA Institute finds.
February 17, 2016
Why Robo-Advisors Will Fail: FinaMetricaPaul Resnik discusses how robo-advisors are failing to properly assess investors' risk tolerance.
February 17, 2016
The Bright Side of Investor DistrustIf, as a recent poll found, investors are "scared" of working with advisors, that might be a good sign.
February 16, 2016
SEC Issues Crowdfunding AlertOn May 16, companies will be able to use crowdfunding to sell securities to the public. The SEC offers investors a primer.
February 16, 2016
4 Steps to Better Engagement With Female InvestorsGender stereotypes and fundamental service misalignments continue to stand in the way of the industrys efforts to meet the needs of female investors.
February 16, 2016
How Our Biases Can Thwart Even the Best-Laid Financial PlansFear and greed, two of the strongest emotions, help explain why investors buy high and sell low.
February 16, 2016
Why Trump and Sanders Matter to Financial AdvisorsBoth voters and investors are showing their loss of trust and confidence in established institutions, Knut Rostad writes.