Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
New College Grads Finally Get Job Market on Upswing
By Bernice NapachBoth underemployment and jobless rates for recent college graduates are now falling, according to the New York Fed.
May 14, 2015
Is Fiduciary Sales an Oxymoron?DOL and SEC need to make the distinction between sales and advice clearand stop letting anyone other than an RIA call themselves an advisor.
May 13, 2015
Socially Responsible Investing: A Way to Attract Younger ClientsMore than one-quarter of investors under 45 allocate at least 25% of their investable assets in socially responsible companies, according to a new survey from Spectrem.
May 13, 2015
83% of Americans Say They Can’t Afford College: Edward Jones PollPlus, 66% cannot identify what 529 plans are, the annual survey finds.
May 13, 2015
What’s Best for Clients Is All We Need to KnowSome want to confuse the fiduciary debate, but in the endand the beginningit's all about acting in the best interests of clients.
May 12, 2015
FINRA Doubles Length of Suitability Suspensions, Toughens Fraud SanctionsFINRA says it will be tougher on those committing fraud or making unsuitable recommendations and will increase suspensions for breaking suitability rules.
May 12, 2015
Millennials Now Biggest Generation in Work Force: PewMillennials in the first quarter overtook Generation X as the largest component of the U.S. work force, according to a new Pew Research report.
May 12, 2015
Advisor Helps Divorcing Women, Extends Franchise NationwideCandace Bahr has helped more than 10,000 women over the years through divorce workshops, while building a female-oriented niche business with $114 million in AUM.