Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Luring Millennials Is a Waste, Take 2: Serving the Children of Clients Makes Sense
By Bob ClarkIt seems pretty clear that millennial clients are not going to fit into the AUM fee business model of many independent advisors. However...
June 11, 2015
What Do Tougher FINRA Suitability Standards Mean for You?FINRA's new rules have elevated the importance of risk profiling and risk tolerance, which are often lost in the shuffle.
June 10, 2015
7 Reasons Women Make Better Money Managers Than MenHaving more female money managers is a smart diversification strategy, author Meredith Jones says. Here are some reasons they often outperform.
June 09, 2015
Capital One Brings Human Advisors to Its Digital PlatformCapital One Investing unites ShareBuilders do-it-yourself digital platform with experienced financial advisors.
June 09, 2015
Former Obama Official: Advisors Need to Serve Lower-Income FamiliesAfter the financial crisis, "many families who were financially secure before are now living paycheck to paycheck, says Michael Barr.
June 08, 2015
Lou Harvey: Retirement Advisors’ Value Is MisunderstoodThe Dalbar CEO says the consumer media's focus on investment returns and plan expenses overshadows the challenges advisors overcome to foster retirement security.
June 07, 2015
How to Connect With 4 Generations of ClientsIvy Funds takes a look at the formative experiences that have shaped traditionalists, baby boomers, Gen Xers and millennials.
June 04, 2015
Monthly Client Calls May Be Too Much: StudySEIs latest Futurewealth research addresses how frequently high-net-worth investors want to communicate with their advisors and what they want to talk about.