Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
IRS’ 5 Tax Tips for Newlyweds, Divorcees
By Marlene Y. SatterIf your client has just gotten married or divorced, the last thing you want is for something to further complicate tax returns, or throw a snag into the processing of a refund.
March 05, 2012
Happy? Afraid? Generous? United Capital’s Money Mind Analyzer Figures You OutUnited Capital may not officially be in the marriage guidance business, but considering the private wealth firm’s latest venture, it has a nice sideline in couples counseling.
March 05, 2012
IRS’ Top 12 Tax Law Changes for 2012Although the current tax law situation can probably reasonably be compared to a liquid rather than a solid, since at least in the minds of legislators it is quite fluid, the IRS has compiled a list of changes governing how youll pay your taxes this year.
March 02, 2012
Brookstreet CEO Fined $10 Million for Selling Risky CMOs to SeniorsA federal judge has ordered the former CEO of Brookstreet Securities to pay a $10 million penalty for selling risky and illiquid collateralized mortgage obligations to seniors during the financial crisis.
March 01, 2012
The Client. The Client. The Client.The last words of General of the Army Douglas MacArthurs farewell speech at West Point went like this: when I cross the river, my last conscious thoughts will be of the Corps, the Corps, the Corps.
March 01, 2012
Top 10 Biggest College Savings PlansTotal 529 savings plan assets topped $144 billion at the end of 2011, a 7.3% increase from the third quarter, according to Financial Research Corp.
March 01, 2012
SEC Warns: Watch Out for Agency ImpostersThe SEC has issued an investor alert to warn of impersonators who claim to be SEC employees for the purpose of defrauding individuals.
February 29, 2012
Heritage Planning Pt. 6, Enhancing Multi-Generation CommunicationA key part of the family governance process: holding a family event called Heritage Day.