Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Your Clients and Their Children: Solutions to Joint Bank Accounts
By Andrew RiceHere are three less risky, more efficient solutions to an aging parent's wish to make bank accounts into joint accounts with their children.
June 25, 2013
Congress Will Punt Student Loan Rate Fix to CFPB: Washington AnalysisAnalysts at Washington Analysis said Monday that they believed Congress will not move forward with legislation aimed at private student loans. Rather, they expect the CFPB will eventually develop private student loan servicing standards.
June 25, 2013
Financial Coaching Leads to Higher Credit Scores, More SavingsNew research suggests that financial coaching can help low- and middle-income families in a lasting way.
June 25, 2013
Supreme Court Backs Mandatory Arbitration; NASAA Calls for ActionAfter the decision, which backed American Express' right to bar class-action suits, Congress must "restore some vestige of consumer protection," NASAA's Heath Abshure said.
June 24, 2013
Gender Gap in Financial Know-How Leveling OffWomen need to get ahead of men in order to overcome barriers like longer lifespans and less time in the work force, said the author of the Financial Finesse study.
June 24, 2013
Taper Tantrum: Markets Recoil, Advisors Scramble on Fed NewsWhether its stocks, bonds, emerging markets or ETFs, investors want financial advisors to tell them how to protect their portfolios.
June 21, 2013
Krawcheck, 85 Broads Push for More Women in Board RoomsFormer Merrill and Citigroup banker Sallie Krawcheck and 85 Broads are looking to use their leverage to gain more seats for women in corporate boardrooms.
June 21, 2013
Why It’s Getting Easier to Win New ClientsA new report from Russell Investments found the overwhelming majority of advisors optimistic about client acquisition in 2013.