Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
CFP Launches '25 Tips Over 25 Weeks' Consumer Financial Planning Initiative
By Willette FrancisThe Certified Financial Planner (CFP) Board of Standards is commemorating its 25th anniversary with a "25 tips over 25 weeks" consumer advocacy program.
August 05, 2010
The Hartford Beats Earnings Estimates, Lowers EPS OutlookThe Hartford Financial Services Group (HIG) reported second-quarter 2010 net income of $76 million, or $0.14, vs. a year-ago net loss of $15 million, or $(0.06) per diluted share.
August 03, 2010
New York City Gets Chief Investment AdvisorAllianceBernstein's Former CIO will lead vast public pension system.
August 01, 2010
The Section 79 SolutionRobert Cheney of Westridge Wealth Strategies in Portola Valley, California, who can count many physicians and dentists as clients, has a college-savings strategy appropriate for...
August 01, 2010
A Retirement Plan SolutionBrian Pon of Financial Connections Group, Inc., in Corte Madera, California, has a suggestion particularly for parents who will be around 59 years old while...
August 01, 2010
Morningstar to Rate 529 PlansMorningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within...
August 01, 2010
Spend Wisely and Lower Your ExpectationsFred Amrein of Amrein Financial in Wynnewood, Pennsylvania, is one of the advocates for wise spending. "One of the things that makes us really different,"...
August 01, 2010
The Fast Track: Affairs of the HeartI have a girlfriend who lost her job for having an emotional affair. Here's what happened: She was the vice president of marketing for a...