Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Cutting the Tax Man's Take
By Staff WriterIf you're looking for ways to boost your client's investment performance, the key may reside in how well you use ETFs to reduce the bite...
November 01, 2007
FPA Leaders Chart Path for Group's ExpansionMarv Tuttle, executive director of the Denver-based Financial Planning Association, says he is "ecstatic" at the outcome of the group's 2007 annual convention, held September...
November 01, 2007
Fast-Track Your SuccessAre you completely satisfied with the financial success -- and quality of life -- provided by your business? Most financial advisors today have pretty good...
November 01, 2007
The $20 Trillion QuestionTwenty trillion dollars is roughly the amount of money that retirees in coming years will be drawing down; but no one has figured out the...
November 01, 2007
On the Front LinesThree's the charm, and so it is with Gary W. Cotter's practice located inside the sunny retirement community of Sun City Center. In a career...
November 01, 2007
Building the Income PillarResearch: How should advisors approach the distribution phase?Bernard: Financial security approaching retirement has historically been built on the pillar of accumulation, which is all about...
November 01, 2007
The Banking BubbleChina's two domestic stock markets caused a global panic in late February and early March when they dropped by nearly 10 percent in just a...
October 24, 2007
Another Reason to Talk About 529 PlansAccording to the College Board's Trends in College Pricing 2007 report, tuition and other costs, excluding room and board, increased on average to $6,185 at public four-year colleges this year, up 6.6% from last year, while tuition at private colleges hit $23,712--an increase of 6.3%.