Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Merrill Lynch Webcast Panelists Expect U.S. Taxes to Rise
By Michael S. FischerMerrill Lynch Wealth Management assembled a panel of experts for a Webcast on Monday, July 19, to discuss why they believe taxes will rise, what form these increases are likely to take and how higher rates may affect taxpayers.
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...
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
The ETF Advisor: ETFs Enroll in 529 PlansAfter saving for retirement, saving for college is probably the most daunting financial challenge families face. So the creation of tax exempt 529 accounts in...
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
Majority Report: A New Approach to Advising WomenThe journey to engage women more fully with their money has been a long and, so far, not very successful one. Studies continue to show...
August 01, 2010
College Savings: Do Your HomeworkDavid Blain of D. L. Blain & Co., LLC in New Bern, North Carolina, recounts a new client couple who came to him already buried...