Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
By Danielle AndrusThe repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that dont recognize same-sex marriageof which there are still 15they may still require the kind of complex financial planning they required before the...
February 02, 2015
Earning Credentials in LGBT PlanningWhat holds back same-sex couples with good incomes from working with financial planners?
February 02, 2015
Boomer Demand for Annuities to Stay High Despite Low RatesBoomers are good for annuities.
February 02, 2015
Global Clients Need Global AdvisorsTaxes, culture, time zonesadvising a client a continent away, whether theyre there permanently or temporarily, is challenging.
February 02, 2015
Restoring Trust, One Client at a TimeWhat a person finds humorous can be quite revealing.
February 02, 2015
Rainbow Warriors: Working With LGBT ClientsInvestment Advisors February cover story focuses on how LGBT clients need help protecting their finances from a blitz of varying state laws.
February 02, 2015
DIY Investing on a Growth TearSelf-directed investment is growing much faster than the rest of the market, and online platforms' user bases are getting more diverse, a Scivantage study found.
February 02, 2015
Tell Your Clients: Stocks Won't Go Up ForeverThe human brain is naturally wired to want to invest more in top performing assets and to pull out of assets that have performed badly.