Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Debunking Time: Fiduciary Duty Would be Good for (a Broker's) Business
By Bob ClarkThe Financial Planning Coalitions letter to the SEC debunks the securities industrys current main objection that a fiduciary standard would cost too much for brokers.
July 11, 2013
Milevsky Warns: Beware of Annuity IgnoranceTodays sensationalized characterization of annuities as products of unremitting evil or of unsurpassed virtue completely misses some essential points of wisdom advisors need to know about properly using them, Moshe Milevsky says.
July 10, 2013
Gen Z on Paying for College, Leaving the NestTD Ameritrade surveyed the up-and-coming generation on their biggest financial worries and the age still living with parents becomes uncool.
July 09, 2013
The Elderly Client: 4 Tips to Deal With Cognitive DeclineDespite the vivid reminders of what happens as we age from forgetting to pay a bill to coping with a diagnosis of Alzheimers disease the majority of Americans avoid talking to their children and families about planning for the inevitable.
July 08, 2013
The Heavy Price of StockpickingIf the pros can't get it right, wealth manager Eric Nelson asks, what's the chance that a do-it-yourself investor will do any better?
July 03, 2013
An Advisor’s Role: Keeping Clients From Making Big MistakesPlanner James Wilson says his primary role as a financial advisor is to keep his clients from making big mistakes, like divorce, that can derail their retirement plans.
July 03, 2013
15 Best 401(k) Plans in Pro SportsAlthough we rarely see them as such, sports organizations are corporations and professional athletes their work force. Here are the ones with the best 401(k) plans, according to BrightScope.
July 02, 2013
Administration Delays Obamacare Employer MandateThe new heath care law has come under fire in recent months for its confusing guidance and expected cost overruns.