Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Huang Withdraws Bid for Liverpool Soccer Club
By James J. GreenOn Friday, August 20, QSL Sports, the Chinese investment company led by Chinese-born U.S. citizen Kenny Huang, said it won't make a bid after all for Liverpool Football Club.
August 18, 2010
MBA Says Mortgage Refinancings at Highest Point in Over a YearThe Federal Reserve's recent decision to keep the U.S. economy on track by buying longer-term Treasury notes already appears to have garnered at least one positive effect: the rate at which homeowners are refinancing their mortgages.
August 16, 2010
Gen Y'ers Face a Big Pile of Money Trouble: Western Union SurveyA financial storm may be brewing for the debt-laden, stressed young Americans who are part of the Generation Y demographic, according to a recent Western Union survey.
August 12, 2010
Morningstar Fund Flows for July Show Investors Shunning U.S. StocksInvestors continue to shun U.S. stocks and are increasingly putting their money into funds that feature bonds, commodities, and alternative investments, according to the latest research from Morningstar.
August 09, 2010
FPA, CFP Board, Others Join for College Financial Planning ChallengeThose who remember College Bowl days will find a few similarities in the competition launched under the auspices of the FPA, the Academy of Financial Services, Ameriprise Financial, and the CFP Board.
August 09, 2010
NAIC to Investigate Insurers Over Deceased Veterans' BenefitsThe National Association of Insurance Commissioners will establish a working group "to examine a life insurance claims settlement practice involving the use of retained asset accounts." Of particular concern to the group is consumer disclosure.
August 09, 2010
Morningstar Study Says High Fees Are Bad for Investment PerformanceA Morningstar study of the impact of mutual fund fees shows that lower-expense funds outperform higher-expense funds--and expenses are a better predictor of future returns than Morningstar's own star rating.
August 09, 2010
Geithner: Social Security Payments Exceed Revenue for 1st TimeThe Boards of Trustees for Social Security and Medicare released their annual financial status reports on the two programs