Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
8 Tax & Investing Tips for Advisors’ Wealthy Clients
By Dan BermanKimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.
March 15, 2015
Adult Children Eating Away Boomers’ Retirement SavingsHow much support boomers provide their adult children is a key factor in their retirement preparedness, a report from Hearts & Wallets found.
March 12, 2015
SEC Urged to Reform 12b-1 Fees, Block Risky ETFsThe SEC "can no longer afford to relegate ... retail investor protection priorities to a back burner," the groups told the agency in a letter.
March 12, 2015
Fiduciary v. Suitability at Supreme Court, DOLObamas decision to push for a fiduciary standard for retirement advisors while the issue is before the Supreme Court gives proponents a potentially game-changing boost.
March 11, 2015
How Tax-Literate Advisors Can Attract—Outshine?—Their Clients’ CPAsSEI Advisor Network wants to empower advisors to spot problems on their 1040s that their accountants are missing.
March 11, 2015
Deconstructing One Broker’s Take on a Fiduciary StandardA broker responds to my March column for investment Advisor on the fiduciary standard and makes some good points. And some not-so-good points.
March 11, 2015
Tax Planning: How Your Clients Can Deduct Your FeesA look at how, how much and from which accounts your clients can deduct your fees, along with a warning about IRAs.
March 10, 2015
How to Handle the NIIT for Trusts and EstatesThe impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.