Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How Well Does Your Firm Virtually Serve Your Clients?
By Dan SkilesTake a moment and think about how many different ways you access information in the virtual world.
May 04, 2015
Health Care Tech Not Just for DoctorsAs digital health care technology becomes more advanced, there's a growing delineation between clinical-focused technology and devices that focus on health and wellness.
May 04, 2015
Many Millionaires Say No to Advisors on Retirement PlanningAlmost one-third of millionaires nearing retirement have never consulted an advisor because they feel they can do better on their own, a Deloitte survey found.
May 01, 2015
Retail Investors Still Bullish, for NowThe gap is narrowing between the bulls and the bears, E-Trade Financials quarterly tracking study finds.
May 01, 2015
SEC Investigates Bank of America for Doing NothingIf you make it too obvious that your transaction is about getting around rules, that's the sort of thing that the SEC doesn't like.
April 30, 2015
Helping Japanese Americans Reach Their Planning GoalsKondo Wealth Advisors helps generations of Japanese-American clients save for their futures while also giving back to their community.
April 30, 2015
What Your Clients’ Personalities Say About Their PortfoliosContemporary psychologists believe there are five basic dimensions of the human personality. These traits can influence financial behavior and investing patterns, a study found.
April 30, 2015
Senate Finance Passes 529 Reform BillThe bipartisan bill modernizes the treatment of 529 plans in three ways.