Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Day After Veterans Day
By James J. GreenIll admit it: I didn't know what to write about this month in this magazine where Ive written editor's notes for about 13 years.
November 21, 2014
Mutual Funds Less Popular Among Youngest, Oldest InvestorsDemographic data reveals wide divergence in mutual fund ownership levels by generation.
November 20, 2014
Millionaires Do Not Need Protection: SEC’s GallagherSEC chairwoman insists accredited investor definition will be reviewed; Commissioner Gallagher says millionaires can fend for themselves.
November 20, 2014
What Doctors and Families Have That Advisors Don’tThe CFA Institutes Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.
November 18, 2014
The Wall Street ‘Election’ Campaign Is On. How Will You Respond?Brokerage lobbyists have framed the debate, and fiduciary advisors are way behind in the polls.
November 18, 2014
Millennials Aren’t Meeting Their Match (in 401(k)s)Almost 40% of younger millennials arent meeting the threshold for a full company DC plan match.
November 17, 2014
Losing a Spouse Hits Women Harder Than MenWomen were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
November 16, 2014
15 Colleges With Best Paying Graduate Degrees: 2014Is a master's degree worth the steep cost? That depends partially on where you choose to get it.