Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
10 Myths About Risk Tolerance and How to Accurately Measure It
By Paul Resnik, Gerda van der LindeThere are many myths about risk tolerance and how it can be applied in financial planning. Two authors from FinaMetrica clear up the confusion.
June 02, 2015
Women Have More Positive Experiences, Negative Emotions About RetirementWomen have more positive experiences in retirement but are also more stressed than men, according to a recent study by MassMutual Retirement Services.
June 02, 2015
Viewing Financial Planning Software From a Client’s PerspectiveOne benefit of eMoney: clients can easily and quickly create their own websites, then customize its content.
June 01, 2015
3 Essential Elements to a Life Well Lived: US TrustThree factors are most essential to a life well lived, according to the 2015 U.S. Trust Insights on Wealth and Worth survey.
June 01, 2015
When Does Money Matter Most?In research reported in Psychology and Aging, Michigan State researchers confirmed a link between income and happiness, especially at certain times of life.
June 01, 2015
Still Working?Some of you may recall that I wrote several months ago about my personal house hunting and how technology has changed the way that homes are marketed and sold.
June 01, 2015
Millennials: Ignore Them at Your PerilFiguring out how to serve the now-largest of the generations is worth it, several advisors said in a recent discussion.
June 01, 2015
SEC Charges Advisor With Bilking Retired Teachers, Police Chief, PastorThe Miami-based advisor of the Sterling Investment Fund must pay more than $748,000 in disgorgement and face criminal charges, the SEC says.