Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
IRS Ripped at Hearing Over Service Cuts to Taxpayers
By Melanie WaddellThe IRS commissioner countered that budget cuts had constrained the agency's capacity to help taxpayers during filing season.
April 21, 2015
TD Ameritrade Misses on Q1 EarningsIn the coming months, the firm will decide whether to focus on growth through marketing and salespeople or technology, or both, CEO Tomczyk says.
April 20, 2015
Americans Feeling More Financially Secure: Bankrate IndexAmericans feel better about their job security, debt levels, net worth and overall financial situation than they did a year ago, according to Bankrate.com.
April 20, 2015
A Counterintuitive Way to Keep Clients HappierRisk-profiling firm Riskalyze argues that, paradoxically, advisors win by initiating relationships based on risk rather than return.
April 20, 2015
15 Cheapest States for Long-Term Care Costs: 2015The old saw about what goes up must come down obviously wasnt coined by someone thinking about the costs of long-term care.
April 20, 2015
FINRA Launches Helpline for Seniors"Older investors are only a phone call away from getting help with questions or concerns they may have regarding their investments," says FINRA's Axelrod.
April 17, 2015
Investors Say They Need 9.7% Returns to Meet GoalsInvestors have gotten used to stellar returns, and many are not prepared for another market slump, Natixis says.
April 16, 2015
Clients in ‘Terror’ Over Health Care as Advisors Go AWOLClients "terror" is advisors error in retirement health care, according to HealthView Services, whose white paper goes through planning steps it says most advisors neglect.