Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Want Referrals for New Clients? Get Them on the Web
By Bob ClarkA Paladin Registry survey makes a pretty compelling case that there is plenty of opportunity for independent advisors to get clients on the Web.
August 04, 2014
Ritholtz to Alt Fund Investors: Beware ‘Negative Alpha’Barry Ritholtz asks: Why should individual investors want to invest like a hedge fund?
August 04, 2014
Industry Gears Up for Fiduciary SeptemberAdvisors are beginning to think that if regulators won't move forward on fiduciary rules, maybe the profession should, TD Ameritrade's Skip Schweiss tells ThinkAdvisor.
August 04, 2014
Older Workers More Anxious Than Retirees About Financial FutureDespite having significant nest eggs, pre-retirees are more likely to fear financial struggles in retirement than those already retired, T. Rowe Price found.
August 01, 2014
FINRA Move on Brokers' Expungement a Good First StepOver the past five years, state securities regulators have used the CRD and IARD public records to weed out more than 20,000 bad actors.
August 01, 2014
Hearsay Social to Support LinkedIn’s Sales NavigatorSocial-media focused sellers are 51% more likely to beat their quota than traditional sellers, according to one survey.
August 01, 2014
SEC Busts 2 for Bilking Terminally Ill, Blind SeniorsThe SEC fined one broker for his role in an annuity scam involving the terminally ill and another for stealing from blind and elderly clients.
July 31, 2014
Top Ways College Is Paid For: Sallie MaeMore American families are reaching into their pockets to pay college tuition and borrowing less, according to a just-released study by Sallie Mae.