Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Massachusetts Distributes $3 Million to 14,000 Swindled Investors
By Melanie WaddellMassachusetts said 14,000 investors have received a total of $2.9 million in settlements related to the illegal TelexFREE pyramid scheme.
August 12, 2015
Morningstar: Everplan's Schneiderman on a New Service for Advisors' ClientsAbby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
August 11, 2015
12 Weakest States for Retirement Security: NIRSTheres room for improvement in all states to build better retirement support systems, Diane Oakley said.
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.