Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Client-Friendly Report Urges Americans to Boost Savings
By Gil WeinreichAs the April 17 tax deadline looms, sensitizing Americans anew to the state of their finances, a financial services industry consortium has released a report advising Americans on how to save for retirement.
April 05, 2012
Looking for Long-Term Care Coverage? You Might Not Find ItMajor insurance carriers are abandoning long-term care coverage in record numbers. Several other options exist, but a smartly crafted annuity strategy may provide the solution while offering a substantial tax break.
April 04, 2012
Obama Budget Would Eliminate IRA Benefits for Upper Middle ClassIt is not just the rich who might find themselves subject to substantially higher taxes in 2013several initiatives in Obamas 2013 budget proposal would eliminate many important tax benefits of retirement savings plans for upper-middle-class taxpayers.
April 02, 2012
Most Advisors Caught Failing Clients in Research ‘Sting’Results of findings by National Bureau of Economic Research, which had undercover actors portraying clients, showed Boston-area advisors putting their own interests first.
March 30, 2012
On 5th Anniversary of FPA’s Win on ‘Merrill Rule,’ Fight ContinuesLawsuit whose victory surprised and delighted many changed the conversation in Washington while industry still awaits shape of a final fiduciary rule.
March 30, 2012
Mapping the Client GenomeFinancial advisor Hugh Massie, president and founder of Atlanta-based firm DNA Behavior International, has long believed that its necessary for advisors to really know their clients thoroughly in order to better serve them.
March 29, 2012
Advisor Mark Balasa Worries Clients Are ‘Preoccupied’ With PoliticsWhen Mark Balasa of Balasa Dinverno Foltz says in a conversational but concerned tone that hes never seen clients exhibit such a preoccupation with politics as they do now, you pay attention.
March 29, 2012
Wirehouses Lose Top Spot in HNW Market for First TimeWirehouse firms are getting hammered from every direction in the competition to attract high-net-worth investors, a report from the financial services industry research firm Cerulli says.