Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Retirement Clients Are Advisors’ Bread and Butter
By Emily ZulzWhile retirement clients form the foundation for most advisor practices, Practical Perspectives finds, few advisors provide specialized support on issues like Social Security.
November 12, 2015
Stock Jocks Get Their Knocks at BDsThe number of transactional representatives will shrink further as their risk versus reward to BDs no longer supports their businessand compliancemodels, Jon Henschen writes.
November 11, 2015
How Health Care Will Crush the 80% Income Replacement Idea in RetirementRetirees planning to replace 80% to 85% of their income may fall short once health care is factored in, HealthView Services warns.
November 11, 2015
Seniors May Be More Vulnerable to Financial Abuse Than They ThinkWhile the vast majority of seniors say they could recognize financial exploitation, younger family and friends aren't so sure, an Allianz survey found.
November 10, 2015
Caveat Empty: Most Clients Don’t Understand the Brokerage BusinessThe principle of caveat emptor went out the window when brokers started using the moniker advisor to evade the 40 Act standard.
November 10, 2015
Raymond James Adds Billion-Dollar Group in GuamThe Asia Pacific Group was formerly with Morgan Stanley, where it had about $3 million in yearly production.
November 10, 2015
Brokers' Views on DOL Fiduciary Rule Seem to Diverge From Their BDs'Broker-dealer firms generally and overwhelmingly reject the Dept. of Labor's BICE requirement as unworkable." Their reps are not so negative.
November 09, 2015
Changing Demography to Force Big Shift in Retirement PlanningPosting 3% to 4% economic growth 'like we had in the 70s or 80s is never going to happen, says Research Affiliates' Chris Brightman.