Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Best Advisor Firms Ranked by Advisors: J.D. Power 2012 Satisfaction Survey
By Joyce HansonAdvisors are happiest when they feel that management truly supports the firms stated values and client interests come first, says the J.D. Power advisor satisfaction study.
March 23, 2012
JOBS Act Is Dangerously Flawed Product of a Rush to LegislateCongress and the White House are sacrificing investor protection for politics and are in danger of repeating a legislative mistake that has allowed promoters of fraudulent securities offerings to steal millions of dollars from investors since 1996.
March 16, 2012
3 Key Advisor Lessons Learned From Buying a New CarBlueprint your client experience, and follow that blueprint consistently, to ensure your clients will have every reason to come back to you.
March 15, 2012
McKinsey’s Prescription for Private Banks: Look to Fast-Growing ‘Core Millionaires’American households with investable assets of $1 million to $10 million are the fastest-growing, largest and most profitable segment of the wealth market, says McKinsey & Co. in a new report.
March 15, 2012
Goldman Sachs Ripped by Critics for History of Putting Profits Over ClientsGreg Smiths very public resignation from Goldman Sachs has sparked heated discussion in the financial services industry, not only on the propriety of Smiths New York Times op-ed but on the substance of the former Goldman executives accusations against the firm.
March 15, 2012
Blistering Criticism of JOBS Bill May Push Senate ChangesA House bill intended to benefit business startups and stimulate job creation has been so sharply criticized on its way to the Senate that opponents may prevail in strengthening consumer protections they say were trashed.
March 13, 2012
JOBS Bill Under Fire by SEC, NASAA, Consumer AdvocatesA bill that started out as seven separate pieces of legislation intended to benefit business startups and stimulate job creation is coming in for criticism as it heads to the Senate, as opponents say that it does away with consumer protection.
March 12, 2012
Vanguard to Help Educate Consumers on Investment CostVanguard announced Monday that it planned to use a new online cost calculator, social and traditional media channels, and online ads to educate investors about how to pay attention to the price tag of their investments.