Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
6 Steps for Advisors to Get More Clients
By Bernice NapachEager to raise its profile as an advisor custodian, Scottrade is offering a series of workshops on business development.
July 08, 2015
Democrats Float Bill for Free Community CollegeThe bill, based on an Obama proposal, is intended to save students an average $3,800 in tuition and fees annually.
July 08, 2015
FSI Pushes Investors to Weigh in on DOL Fiduciary With New MicrositeWhile FSI advisor members have been sending thousands of letters, the site will give retail investors "a voice in Washington," says FSI's Brown.
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.