Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
CFP Board Says New Ads, Exam Format Part of Membership Push
By Melanie WaddellBoard wants to add 12,000 CFPs; computerized tests "hopefully will encourage more people to sit for the exam," says CEO Kevin Keller.
February 05, 2014
The Vindication of History: Harold Evensky and CFP LiteThe CFP Lite designation promoted by Evensky 15 years ago could have raised the stature of professional CFPs, not to mention helping end clients.
February 04, 2014
UBS Turns Profits Around, Beats EstimatesUBS says its advisors in the Americas have yearly fees & commissions of $1 million on average.
January 30, 2014
Where the Wealthy Are Investing in 2014: Morgan Stanley PollHigh-net-worth investors are overwhelmingly bullish despite political and budget uncertainty ahead. Here's where they plan to put their money.
January 30, 2014
JPMorgan to Invest $1M in Veteran EducationJPMorgan Chase announced on Tuesday that it was investing $1 million in education grants for veterans.
January 29, 2014
8 Trends for China’s Ultra-Rich in Year of the HorseThe number of Chinese worth $500 million and up should expand by roughly 6% in 2014 to 535 individuals.
January 29, 2014
3 Ways to Guard Against Tax FraudTax season starts Friday, and scammers are ready to take advantage of consumers with taxes on their minds.
January 27, 2014
Too Many Choices = No DecisionsStudies have shown that offering people too many choices may cause them to stick with the status quoa tactic that can be useful if clients want to change from an agreed-on plan to something that isnt in their best interest.