Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Galvin Busts Broker Formerly at ‘Wolf of Wall Street’ Firm
By Melanie WaddellThe broker and another agent are charged with churning the account of an 81-year-old business owner.
January 14, 2014
How a Lousy Economy Can Make You SickNew studies show ill effects of the economy and stock marketulcers, migraines, panic attacks, even hospitalizationon stressed investors.
January 14, 2014
Tiger 21 Ultrawealthy Members See Slower Year AheadAfter a year when the S&P returned 27%, it's no surprise investors predict weaker markets, said Tiger 21 CEO Michael Sonnenfeldt.
January 13, 2014
Advisors Fail to Address Retirees’ Housing Needs: Legg MasonAdvisors are falling behind in helping their aging clients prepare for what could likely be one of their biggest expenses in retirement: where to live.
January 10, 2014
Sallie Krawcheck: How to Increase Your Firm’s DiversityHiring multicultural advisors is good for clients and firms, an Edward Jones Survey found. But how do you cultivate diversity? Sallie Krawcheck offers concrete steps.
January 10, 2014
Top 10 Most Expensive Luxury Purchases EverMany people for whom money is no object billionaires spare no expense in indulging their appetite for luxury objects.
January 07, 2014
Investors Eschew One-Stop Shopping for Financial ServicesThe typical investor now uses an average of 3.6 financial pros. Here's how advisors can make the best of this situation.
January 06, 2014
What High Client Acquisition Costs Mean to Serving the MassesHow the high cost affects planners economics, how big RIAs and robo-advisors are responding, and the possible impact of a fiduciary standard for all.