Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Fidelity Charitable Offers 4 Strategies for Giving in Fluid Tax Environment
By Michael S. FischerLast week, Fidelity Charitable rolled out an online Giving & Taxes Center to help philanthropists find the best approaches to funding giving plans now and in the future.
November 08, 2012
Bogle: Fiduciary Duty Comes Down to ‘Simple Mathematics’John Bogle, founder of Vanguard, takes issue with big fund companies denial that investors are aware that cost matters.
November 08, 2012
Merrill Lynch Warns of Post-Election Double WhammyMerrill Lynch Wealth Management recommends three talking points for financial advisors to keep in mind when talking with their clients.
November 07, 2012
Clear as Mud: The CFP Board’s Blackbox Oversight Process on EthicsIn the digital age, the Boards process in the Alan Goldfarb, et al., case just doesnt cut it. And whats up with The American College piling on?
November 07, 2012
After Obama Victory, How the New Government Is Shaping Up for Advisors: UpdatedSome notable newcomersElizabeth Warren, for onejoin Congress, which remains divided between the two parties as fiscal cliff, tax issues come to fore of national agenda. FPA and FSI's leaders and lobbyists weigh in on what's next.
November 06, 2012
CFP Board: Let CFPs Vote on the Future of Financial Planning’s CharacterThe CFP Board should affirm the fiduciary duty's importance to CFPs and welcome a referendum of its designees to determine its way forward.
November 05, 2012
How Clients Can Secure Their Property: Lessons From SandyGiven that many Sandy-stricken areas are still without power, how can property ownerswhether business or homeownersprotect themselves against crime?
November 04, 2012
‘Demand for Financial Security Is Colorblind’: FPA Leaders Meeting"America is moving from 'e pluribus unum' to an authentically hybrid nation," a multicultural marketing expert said.