Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
What Makes Sequence of Returns Risk So Dangerous
By Gil WeinreichWe recently advised readers of an obvious but overlooked retirement riskwhat retirement planner Dirk Cotton calls sequence of consumption risk.
June 29, 2015
What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay MarriageExtensive discussion, and personalization, of a once taboo topic moved public opinion before the Supreme Court ruling.
June 29, 2015
Advisors ‘Can Become Outdated Instantly,’ Schwab’s Clark WarnsSchwab study finds most advisors believe they'll continue to grow faster than the market, but Bernie Clark cautions not to become the new traditional firm.
June 29, 2015
More Millennials Buying a Home This YearThe housing market is on track to enjoy one of its best years since 2006, the National Association of Realtors predicts.
June 28, 2015
U.S. Investors Think Locally, Data ShowsA report by Openfolio, a platform where investors share portfolio philosophies and contents, shows which industries are most popular among investors in various regions.
June 26, 2015
Finance Has Caught On to Behavioral EconomicsThe next time some macroeconomist tells you that behavioral economics is pass, tell them that behavioral finance is alive and well.
June 25, 2015
Expat Groups Rage Against FATCA, Election-Season StyleIn a poll by deVere Group, nearly half of U.S. expats said they'd vote for a presidential candidate who promised to repeal FATCA.
June 24, 2015
Josh Brown: Tapping Social Media’s ‘Stratospheric’ PotentialThe Reformed Broker blogger and Ritholtz Wealth Management CEO has a few tips to be "devastatingly effective" on social media.