Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
10 Worst States for Retirement: 2015
By Dan BermanWeather, crime and taxes make some places less desirable than others.
March 25, 2015
Will She or Won’t She? Mary Jo White and the Broker Fiduciary StandardNews of SEC Chairwoman Whites support for a broker fiduciary standard may be greatly exaggerated.
March 25, 2015
United Capital’s Duran: Wealth Management Is Dead. Long Live Life Management!Wall Street is out of step with the public in promising to make people richwhen their real goal is to have rich lives.
March 24, 2015
How I Met My Client: Charles BarkleyRaymond James advisor Glenn Guthrie talks about how he landed the former NBA player as a client.
March 24, 2015
5 Clients Are Better Than 500, Says One AdvisorPerfect Client founder Anthony Lombardi updates ThinkAdvisor on his client-shrinking, profit-maximizing relationship approach.
March 24, 2015
Wall Street’s 15 Biggest Spenders on Lobbying in WashingtonWall Street banks, financial services firms and trade associations spent $1.4 billion in the 2013-2014 election cycle, according to Americans for Financial Reform.
March 23, 2015
Motif Investing, Pacific Life Partner on ‘Cause’ Motifs for MillennialsMotif Investings thematic investing platform targets millennials looking to invest in causes and issues they care about.
March 23, 2015
Schwab’s Advisor Robo-Platform Offers 200 ETFs, 28 Asset ClassesSchwab Institutional Intelligent Portfolios requires 4% cash holdings in portfolios; mimics retail robo offering in minimums, auto tax-loss harvesting levels.