Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
4 Must-Ask Questions for Advisors' E-Signature Providers
By John HarrisE-signatures offer many benefits to advisors, their partners and their clientsbut choose your vendor wisely.
June 03, 2015
SEC Warns of Advisors Duping Investors With Fake CredentialsThe SEC warned investors Wednesday to perform thorough background checks and brought two actions against advisors for falsifying credentials.
June 03, 2015
Why It’s So Hard for Brokers to Act in Clients’ Best InterestsA study covered in "Freakonomics" confirms: There is more money to be made taking advantage of investors than there is acting in their best interest.
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
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.