Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Top 20 Richest Colleges of 2014: The Biggest Endowments
By Dan BermanHealthy investment returns allow schools to fund a larger portion of their budgets from endowments.
April 21, 2015
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: DalbarDalbars latest investor behavior study shows, for the 21st time, that investors are their own worst enemies and that advisors can be their best friends.
April 21, 2015
HighTower Adds $500M Ex-Oppenheimer AdvisorProvidence, Rhode Island-based Carol Nulman says women continue to be underserved by the financial industry.
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.