Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Senate Finance Committee Hears Veterans’ Troubles
By Marlene Y. SatterAt a hearing before the Senate Committee on Finance on Wednesday, military personnel testified about some of the complex financial hardships facing them.
September 20, 2010
The 'Great Recession' Is Over, Says Economic Research BureauNot only has the U.S. recession officially ended, but it ended way back in June 2009, the Business Cycle Dating Committee of the National Bureau of Economic Research (NBER) announced Monday.
September 16, 2010
Putnam to Manage Nevada's 529 Advisor-Sold PlanMaking a bigger foray into the 529 college savings plan market, Putnam Investments was selected as the program manager for Nevada's 529 College Savings Plan, which is sold nationwide through financial advisors.
September 16, 2010
Battle Rages Over Retained Asset AccountsThe practice of retained asset accounts (RAAs) has come under an attack as virulent as any the insurance industry may have faced in a very long time.
September 14, 2010
The Colors of MoneyAdvisors know there are scores of minorities who need planning advice. But when it comes to looking for new clients, advisors are still going for the norm...
September 13, 2010
Schwab Targets Gen Y With New Facebook PageTo engage Gen Y'ers where they spend their time, Charles Schwab has launched a Facebook page that focuses on helping 20-somethings improve their everyday money behaviors.
September 08, 2010
Habitat for Humanity Honors Gen. Colin PowellRetired four-star Gen. Colin Powell will return to his South Bronx roots on September 9th to dedicate a new and green affordable multifamily residence.
September 08, 2010
U.S. Executives, Employees Pessimistic on Economy, Studies FindExecutives agree reform is necessary for stability; majority of employees feel some stress.