Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Why Is the 401(k) Industry Getting Such a Bad Rap?
By Paula Aven GladychIts been pointed out again and again that 401(k)s dont offer the same benefits that came with pension plans. But is the industry so bad?
January 17, 2014
Top 3 Issues Advisors Will Face in 2014, Part 2: The Fiduciary IssueResolution of the fiduciary rulemaking by DOL and the SEC is possible, but more definite is an increase in RIA exams.
January 15, 2014
What Do Young Near-Millionaires Need? Advice. What Don’t They Have? Advisors.Emerging millionaires may be risk-averse to a fault and lack financial plans. Less than half have an advisor, Fidelity found.
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.