Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
At FPA Denver, the Upside of Irrational Client Behavior
By John SullivanDan Ariely, author of "Predictably Irrational,"discussed challenges and underlying benefits of irrationalities in our day-to-day life in his opening keynote Saturday afternoon.
October 06, 2010
Connecticut Taps The Hartford to Launch Advisor-Sold 529 PlanConnecticut Treasurer Denise Nappier announced Wednesday that, after a competitive bid process, she has selected The Hartford Financial Services Group to launch and manage CHET Advisor, a new advisor-sold 529 college savings program for state residents.
October 05, 2010
San Francisco Mayor Wants College Accounts for KindergartenersDeposits would be small but the hope is that they will pay huge dividends
October 05, 2010
J.D. Power: Homeowner Satisfaction With Insurance Companies ErodesHomeowners have been growing steadily more dissatisfied with their insurance companies, and this year hit a new low, according to a study by J.D. Power & Associates.
October 05, 2010
Millenials, Gen Xers Seek Stodgy Security, Says Guardian LifeInsurance policy buyers under the age of 40 are choosing whole life over other asset alternatives and paying off their policies early, according to Guardian Life Insurance Co. of America.
October 01, 2010
A Willful PurposeFor baby boomers, seeing friends and family members fall by the wayside is an unwelcome and eye-opening reminder of age. One possible result is that...
October 01, 2010
Insurance Companies Bow Out in Response to ReformOne of the effects of the Patient Protection and Affordable Care Act (PPACA) has already surfaced: some companies, preferring not to tangle with the new law's requirements or consequences, have bowed out.
October 01, 2010
A Project Worthy of ErasmusDesiderius Erasmus of Rotterdam, the great scholar of the Dutch Renaissance, demonstrated 150 ways of phrasing the Latin sentence, Tuae literae me magnopere delectarunt ("Your...