Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Declining Real Estate, Retirement Income Top Concerns for Investors: Study
By John SullivanEnsuring that clients' assets last is a tough job, but advisors are rising to the occasion. Thats the takeaway from a recent study from Natixis Global Asset Management.
July 30, 2012
LIMRA’s Goal: To Be the Trusted Source of Industry KnowledgeLIMRAs director of Retirement Research responds to a blogging broadside by AdvisorOne contributor Bob Clark.
July 27, 2012
Consumer Group Rails Against House Passage of Red Tape Reduction ActThe Consumer Federation of America is up in arms over a bill the House passed Friday that halts most new regulations for two years or until the unemployment rate falls below 6%.
July 26, 2012
Advising the Aging Brain; Running a Cool Workplace: August Research—SlideshowFinancial decision-making ability peaks in middle age, according to a body of research cited by Michael Finke of Texas Tech University in his cover story for the August issue of Research, The Challenge of the Aging Brain. In A Cool Place to Work, Ellen Uzelac looks at how some advisors...
July 26, 2012
FSI to FINRA: This Is the Wrong Time for Higher FeesPart of FSIs engagement with FINRA is to let them know when they have gone too far. That is clearly the case with the substantial fee increases the organization has proposed for broker-dealers and financial advisors, increases that would hit small firms the hardest.
July 25, 2012
Top 10 Technology Trends for Advisors and Their Partners: Pt. 9, Social MediaAdvisors can, and are, using social media for serious business purposes. Heres how to take advantage of the benefits of social media, and how to avoid its dangers.
July 25, 2012
CFPB Rolls Out Financial Aid Shopping Sheet as Student Debt Tops $1 TrillionAs outstanding student loan debt has surpassed the debt consumers hold in credit cards and car loans, the CFPB has just completed a form colleges can use to break down costs and payment options.
July 24, 2012
How Charities Persuade Donors to Give BigThere are six common motivators that prompt large donations, said the director of Bolder Giving in a webinar sponsored by The Chronicle of Philanthropy.