Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
New Rules Coming for 401(k)s
By Janet LevauxThe White House organized a forum with the U.S. Department of Labor in late February to announce two new rules that it believes can "enhance...
April 01, 2010
Five and FiveIn today's turbulent times we all want something we can really count on. Well, since we can always count on our fingers, let's assign each...
March 29, 2010
States Face Huge Pension Funding GapState and local governments are $1 trillion short of what they have promised to pay their retired workers in pension benefits.
March 26, 2010
Treasury Housing Program to Forgive Mortgage PrincipalAdmitting that its Home Affordable Modification Program (HAMP) program has had a "slow start," the Obama Administration announced on March 26 sweeping changes to that program and Federal Housing Administration (FHA) programs.
March 23, 2010
Financial Reforms Bill Gets Through Mark-upIn a surprising twist, the Senate banking committee voted Sen. Dodd's financial reform legislation through committee "mark-up" discussions in just a few minutes without committee hearing hundreds of amendments.
March 22, 2010
House Passes Health Reconciliation BillThe House of Representatives passed the long and bitterly debated Bill that will change the way health care is provided in America.
March 22, 2010
House Passes Student Loan MakeoverWould replace private lenders with direct loans and add to Pell program
March 22, 2010
Banking Committee Passes Financial Reform BillThe Senate Banking Committee approved March 22 the financial services overhaul bill by a vote of 13-10 (13 Democrats and 10 Republicans).