Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
BofA Profits Fall in Q2, but Merrill Boosts Advisor Headcount, Fees and Income
By Janet LevauxMerrill operations have 15,142 advisors as of the second quarter vs. 15,005 in the previous quarter and 15,008 a year ago.
July 08, 2010
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
July 07, 2010
NAPFA Elects New Board Members; Two Organization Veterans Return to Leadership RolesThe National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.
July 05, 2010
Whiskey to the (Pension) RescueCompany to use Johnnie Walker to fill $645 million retirement shortfall. Talk about liquid assets...
July 01, 2010
Olivia's Advice on Succession PlanningMany financial advisors resist developing a succession plan because of our individual (and societal) reluctance to deal with death and disability. It's easier to say...
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
July 01, 2010
Reclaiming American IndependenceIn a startling briefing to trade union chiefs in Europe in June, EU President Jose Manuel Barroso reportedly warned of a possible collapse of democracy...