Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Top 25 Best Cities for Millennials to Live
By Michael S. FischerFor financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
April 14, 2014
Why Clients May Not Trust You and Your Financial PlanYour client or prospect's past experiences with a financial planner, and what they hear and read about planning, may cause them to be skeptical.
April 11, 2014
Misperception of Millennials Skews Financial Advisors’ Strategies: SIFMA PanelA panel at SIFMAs private wealth conference discusses whats on younger investors minds, and its not what many thought.
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.