Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Why Institutional Investors Dominate the Liquid Alt Market
By Danielle AndrusThere are a lot of statistics showing investing trends among institutional investors, according to David Katz of Larch Lane Advisors, but tracking retail investors can be more difficult.
June 29, 2015
Doctors Need More Financial Literacy, TooObamacare is hitting doctors where it hurts: not only in their pockets, but also with red tape, which saps their time to become financially savvy.
June 29, 2015
Be Sensitive—Especially With Minority Families’ Cultural DifferencesDemographers speculate that at some not-too-distant point, minorities will become a majority in the U.S. This means advisors are more likely to face cultural differences that will affect the plans they create for clients.
June 29, 2015
Which College Majors Are Solid Investments?Choose carefully if you want to be an advisor or anything else.
June 29, 2015
Financial Illiteracy: The Local SolutionPershing Advisor Solutions CEO Mark Tibergien, worried about the lack of financial literacy, did something quite personal about it.
June 29, 2015
What Advisors Should Know About 80% of American FamiliesMarried parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
June 29, 2015
The Modern Family 80/20 RuleWhile most wealth may be concentrated in the 20% of American families that are "traditionally" structured, it is increasingly spreading to the other 80%.
June 29, 2015
What Makes Sequence of Returns Risk So DangerousWe recently advised readers of an obvious but overlooked retirement riskwhat retirement planner Dirk Cotton calls sequence of consumption risk.