Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
These Are the 12 Top U.S. Metro Areas for HNW Prospects
By Vanessa De La RosaWhere can you expect to find the most high-net-worth prospects? In 2015, all over the U.S. map.
March 09, 2015
Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex PortfoliosAlmost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.
March 06, 2015
Emerging Wealthy Aren’t at All Like Current Millionaires. Or Are They?A more ethnically and gender-diverse group of wealthy Americans wants what todays wealthy want, but arent sure advisors want them.
March 05, 2015
Half of Parents Say College Savings More Important Than RetirementNearly a third said they were using their 401(k)s to save for their children's college, T. Rowe Price found.
March 04, 2015
More Asian-Americans Likely to Become AdvisorsThe challenges and benefits of providing financial advice will lead to more Asians becoming advisors, says planner George Dang.
March 04, 2015
Average Retirement Age Leveling OffCultural and structural changes that converged to reverse a century-long decline in labor force participation may have petered out, the Center for Retirement Research says.
March 04, 2015
Janus Readies ETF; Edward Jones Pushes Back Fund RolloutsInvestors can expect a new fixed income fund led by ex-PIMCO chief Bill Gross and equity products from Edward Jones' Bridge Builder brand.
March 04, 2015
The WSJ’s Public Service on Fiduciary Standard: Lifting the VeilThe five arguments made by Journal editors that they got partly wrong, wrong and confused and just plain wrong.