Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
‘Mobile-First’ Millennials Need More Education
By Danielle AndrusMillennials are the mobile-first generation, meaning financial services professionals who want to reach them will have to make mobile support a priority, says Corporate Insight.
April 10, 2014
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2014Overall satisfaction rose, but the four wirehouses rank below the industry average.
April 09, 2014
Gen Y Looking for Financial Independence, Not Traditional RetirementAffluent Gen Y investors are eschewing defined contribution plans in favor of online brokerages, according to a survey by Hearts & Wallets.
April 09, 2014
Flat Fees or a Fee on AUM, Part III: Revenge of the AssetsThere are at least three unintended consequences of charging flat fees that advisors don't have with the fees-for-managing-AUM model.
April 08, 2014
Did March Mark a Tipping Point in Fiduciary Rulemaking?The DOL displayed renewed energy on its fiduciary rulemaking, while the SEC signaled caution on its fiduciary standard, which may well be a good thing.
April 07, 2014
Investor Education Is ‘Futile,’ ‘Totally Discredited’: DalbarDalbar's 20th annual behavior study finds, yet again, that the average mutual fund investor underperforms. The firm offers four things advisors can do to help.
April 07, 2014
Why Financial Planning Remains the Right Thing to DoAfter 20 years as an advisor, providing a thorough, objective financial plan not a sales tool remains the core of what I offer.
April 04, 2014
Kitces, Moore Launch XY Planning NetworkMembers of the XY Planning Network will offer fee-only financial planning services on an affordable monthly retainer and work with clients virtually.