Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Brokers' Views on DOL Fiduciary Rule Seem to Diverge From Their BDs'
By Knut A. RostadBroker-dealer firms generally and overwhelmingly reject the Dept. of Labor's BICE requirement as unworkable." Their reps are not so negative.
November 06, 2015
Retirement Account Balances Suffer in Q3 Market Volatility, Fidelity ReportsOn Aug. 24, when the Dow lost 1,000 points in intraday trading, Fidelity answered more than 160,000 calls. But most account holders stayed on course.
November 04, 2015
Cerulli Sees 2,500% Jump in Robo Assets in Next 5 Years"Low-minimum, low-cost portfolios, coupled with consumers expanding interest in passive investing will fuel this growth," Cerulli's Tom O'Shea says.
November 04, 2015
4 Ways Clients Approach Risk: Many Hate It, a Few Love ItAbout a third of investors avoid nearly all risk, while 3% embrace it with gusto, Ameriprise found.
November 02, 2015
5 Sci-Fi Trends in Wealth ManagementThe rise of wearable computing devices is just one of the new technologies that is changing wealth management.
November 02, 2015
Advisors, Give Your Clients Permission to SpendPeople with a healthy relationship with money view it as a tool. So why would a wealthy client hesitate to use it?
November 02, 2015
10 Things Everyone Should Know About Bond InvestingFor long-term investors, when the Fed raises interest rates is irrelevant to the construction of a high-quality bond portfolio.
November 02, 2015
Designer Bag Ladies: Understanding Female ClientsMale advisors need to realize that women have a perspective on money that's very different from their own, Bob Clark writes.