Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
DOL Fiduciary Proposal Must Be Broader: Bobby Monks
By Bernice NapachBroken U.S. financial system filled with intermediaries whose fees leave investors poorer.
August 11, 2015
Advisors Must Use a 'Gender Lens' to Better Serve Women ClientsThe founder of Wealthrive says advisors must approach women's financial needs in a more nuanced manner if they expect to adequately serve them.
August 07, 2015
African-Americans Say They're Savers, Not InvestorsNew research by Prudential showed that African-Americans were financially confident overall but faced some gaps in retirement planning.
August 05, 2015
Sen. Warren Floats Bill to Stop Credit Checks by EmployersThe Equal Employment for All Act would prohibit employers from requiring potential employees to disclose their credit history when applying for a job.
August 05, 2015
Will 2015 Be the Year Financial Wellness Finally Takes Off?Less than a quarter of employers have financial wellness programs a potential source of new clients for advisors. But the field is expanding.
August 04, 2015
9 Best States for Retirement Security: NIRSStates were scored based on retirement savings, costs for retirees and labor market conditions for older workers.
August 04, 2015
Time for Wall Street to Show Investors Their Trust MattersNext weeks DOL hearings will provide firms with the public forum to demonstrate their support for a workable best interest standard.
August 03, 2015
Fiduciary Best Practices, Part Deux: Bigger, Better, Maybe More Client-CenteredRecent activities in Congress and at the SEC to curtail a fiduciary standard for brokers indicate, at least to this writer, that any meaningful advances in investor protections will be driven by independent fiduciary advisors.