Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
8 Huge Financial Meltdowns by Major League Baseball Players
By Dan BermanPoor investments, scam artists and just plain old profligate spending are pitfalls some players cant avoid.
October 23, 2015
Returns Higher for Managed Account Users: StudyA new white paper posits that investors who arent using a managed account solution arent just struggling to keep up, theyre falling behind.
October 22, 2015
Retirees to Add $8 Trillion to Economy Through Charity: ReportAdvisors who want to serve all of a clients needs, particularly in retirement, should make sure they are well-versed in philanthropic planning.
October 22, 2015
DOL Clears Way for Impact Investing in Retirement PlansDOL is replacing its guidance on socially responsible investing with new guidance that removes artificial barriers to investments that promote the public good.
October 21, 2015
Why the Industry, and Consumers, Need Best Practices for Financial AdvisorsConsumers need to know who they are working with and what they can expect from their advisors at all times.
October 21, 2015
5 Reasons Most Robo-Advisors Are Not, in Fact, AdvisorsEvery advisor should read Melanie Feins report highlighting robos shortcomings, Bob Clark writes, suggesting "digital brokerage platforms" would be a better name.
October 21, 2015
Protecting the Wealthy New Kids on the BlockThe traditional hierarchy of younger people working for older people has flip-flopped, but many young entrepreneurs are not adequately protecting their present and future well-being.
October 20, 2015
Advisors, Consumers Need More Information on Long-Term Care PlanningLong-term care planning is a struggle for advisors and investors, a survey released recently by Lincoln Financial found.