Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Good News for Fiduciary Advice in 2015
By Knut A. RostadAvoding a legislative undoing of the Dept. of Labor's fiduciary definition under ERISA may be the best news for fiduciary advice since 2007.
December 17, 2015
The Non-Promise of Portfolio Growth for ClientsMy mistake. Advisors of course can't promise clients future results. And yet, what's the better word to describe the client-advisor relationship?
December 16, 2015
Growth in Number of Female Billionaires Outpaces Males: StudyThe ultra-wealthy population is slowly changing to look more like the general population more women, more diverse.
December 11, 2015
Are Precious Metals Still ‘Precious’?Here's why precious metals should not be used as "safe money" in a client's portfolio, according to Ron DeLegge.
December 11, 2015
Consumer Credit Card Debt Near ‘Unsustainable’ Levels: CardHubConsumers paid off almost $35 billion of credit card debt in Q1, then racked up another $53.3 billion over the next two quarters, CardHub reported.
December 10, 2015
Bill Would Stop Government From Taking Social Security Benefits to Pay Student LoansThe bill repeals a change in law that allowed earned benefits to be garnished to collect federal debts.
December 10, 2015
Investors See Turbulence Ahead; Confidence Somewhat ShakyInvestors who are not retired are significantly more optimistic than retirees who are concerned about the purchasing power of their retirement savings, Wells Fargo found.
December 09, 2015
SEC Investor Advocate Wants Elder Fraud Rule for RIAsSEC Investor Advocate Rick Fleming says he's looking into a rule for RIAs that would pause transactions in the case of elder fraud.