Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Strategist
By Ellen UzelacTalk about retiring today and it's enough to scare some people to death. That's not surprising considering the back story: the disappearing pension, rising health...
September 01, 2008
Today's 70 is Yesterday's 50The concept of the "New Retirement" has become as popular with near retirees as it is with those who recently entered the retirement zone. While...
September 01, 2008
Referrals HappenI run into all kinds of systems that supposedly produce referrals. One chap was paying $750 per month to a coach who was helping him...
September 01, 2008
The Rise of Islamic FinanceIslamic finance is a fast-growing sector that seeks to conduct financial practices in accordance with sharia, or Islamic law. It is a field that has...
September 01, 2008
Focus on ETNsIf you think the menu of exchange-traded funds has gotten big, you should take a gander at exchange-traded notes. The number of notes has jumped...
August 29, 2008
Wealthiest Americans Turn to FAsMore than one-third, or 36 percent, of high-net-worth investors - defined as a net worth of between $5 million and $25 million, excluding primary residences - say that they are "advisor-assisted." Thi
August 28, 2008
Higher Education Act Adds Simplification, Disclosure RequirementsOn August 14, 2008, ten years since its last reauthorization, President Bush signed into law the Higher Education Act (H.R. 4137). The law was originally...
August 25, 2008
Investors Cap Taps Murphy as President/CEO (Aug. 25, 2008)Investors Capital Holdings has announced that Timothy B. Murphy is its new president and chief executive office. He is also head of the firm's independent broker-dealer and investment advisors - Inves