Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Are Flat Fees Really Better for Clients—or for Advisors?
By Bob ClarkWhen someone explains something to me starting with statements that strike me as patently ridiculous, I tend to discount the rest of their thinking.
July 07, 2015
8 Top Concerns of SEC Investor AdvocateMillennials, fiduciary duty and retirement readiness are on the investor advocates policy agenda for fiscal year 2016.
July 07, 2015
10 Women Who Are the Wealthiest People in Their StatesA fifth of the states have a woman as their richest resident, a Forbes list shows.
July 02, 2015
For Divorcing Women, Becoming Financially Knowledgeable Is CrucialMore older women are getting divorced, and if they have delegated financial decision making to their spouses, they need to raise their financial knowledge fast.
July 02, 2015
Expect Shakeout Among Robo Advisors, but Embrace Them NowMorningstar panelists urge advisors to embrace automated advice technology to gain efficiency and new clients.
July 01, 2015
CFSI: Turning Greater Financial Knowledge Into Better HabitsJoshua Sledge of the Center for Financial Services Innovation works on initiatives to help drive healthier financial habits among lower-income Americans.
July 01, 2015
Fearing Rate Hike, Wealthy Opting Out of MarketThe Spectrem Millionaire Investor Confidence Index in June plunged to its lowest point in 16 months, Spectrem Group reported Tuesday.
July 01, 2015
10 Best US Cities for VeteransIn some of the cities in NerdWallet's ranking, more than a fifth of residents are veterans.