Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Hispanic, Minority-Owned Businesses an Untapped Advisor Opportunity
By Savita Iyer-AhrestaniAdvisor James Perez-Foster encourages advisors to start serving this fast-growing small business segment, as he has done with much success.
November 24, 2014
A Financial Planning Christmas CarolA cautionary tale about the future of this profession. Beware, ghosts abound!
November 24, 2014
The Day After Veterans DayIll 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 24, 2014
African-Americans Invest More Conservatively Than Whites: StudyAfrican-Americans hold fewer stocks and bonds and more real estate, life insurance and CDs, according to Credit Suisse and Brandeis University.
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.