Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Half of Retirees Wish They Had Quit Earlier
By Danielle AndrusIf they could have retired with the same amount of money, retirees wish they had stopped working four years earlier, an NY Life survey found.
April 09, 2015
SEC Panel: 2 Big Problems With Advisor Background ChecksInvestors dont check advisor and rep backgrounds, and the data itself can be problematic.
April 09, 2015
CFTC Promotes SmartCheck Week to Fight Financial FraudWhy investors should do background checks on the people they invest with.
April 09, 2015
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2015Overall satisfaction is stagnant across full-service broker-dealers, the survey finds.
April 08, 2015
BD Fees Confuse Investors: NASAAInvestors are confused and unaware of how much their brokerage firm charges to serve and maintain their investment accounts, NASAA President William Beatty said.
April 08, 2015
NAPFA, Take 2: Just Say ‘No’ to PoliticsThe response to my suggestion that NAPFA not get involved with protesting Indiana's law graphically illustrates my point.
April 07, 2015
Easing Millennials’ Investing Fears: Northwestern MutualAdvisor Chantel Bonneau, a millennial herself, talks about Northwestern Mutual's recent study and how to boost the investing confidence of younger clients.
April 07, 2015
Ex-NFL Player Accused of Ponzi Scheme: SECA former New England Patriot and a partner are accused of bilking investors who thought they were funding loans to pro athletes.