Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
HoyleCohen Launches Wealth Practice for HNW Women
By Joyce HansonSan Diego, Calif.-based wealth management firm HoyleCohen has announced the launch of Wealth by Design for Women, a practice focused on women in transition such as recent divorcees and widows as well as entrepreneurial and professional women.
July 26, 2011
Those Under-50 Clients: Goldmine or Just the Shaft?A Cisco study on tech use by and advice preference of younger investors shows the opportunity, and danger, they pose for independent advisors.
July 25, 2011
5 Reasons Congress Should Be Held to a Fiduciary StandardIt’s time to employ the fiduciary standard as the benchmark of conduct for all elected congressional officials. After all, they manage “other people’s money,” and plenty of it
July 21, 2011
Dodd-Frank and Fiduciary: Why I’m Depressed; What to DoWall Street’s apparent success in ‘Reforming the Reform’ may well leave a true fiduciary standard behind. So, what to do?
July 20, 2011
Government Debt ‘Major Concern’ for Affluent InvestorsInvestors with more than $500,000 in assets agree that the U.S. government’s deficit is a major concern, a study by research firm TNS found Friday.
July 19, 2011
Measuring Dodd-Frank’s Effectiveness and Impact on AdvisorsReform that was meant to be bipartisan has turned into a political football. And if the Republicans gain control of Senate and White House . . .
July 15, 2011
Consumer Sentiment Hits Lowest Level Since March 2009: ReutersConsumer sentiment as measured by Thomson Reuters and the University of Michigan fell in early July to the lowest level since March 2009, the news agency reported Friday.
July 13, 2011
Top 10 Wealthiest U.S. Cities for 2011A study shows that the number of HNW individuals, benefiting from stocks and commodities, keeps growing in these 10 U.S. cities.