Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Human Capital: Norm Champ, Ex-SEC IM Director, Takes on Financial Literacy
By Melanie Waddell Melanie WaddellOn Episode #3 of Human Capital podcast, Champ discusses the pending economic crisis, as well as the financial literacy crisis.
October 25, 2019
LPL Has 'Reduced Pricing' to Help Advisors: CEOLPL chief Dan Arnold discussed the firm's new services for advisors, like outsourcing, and how it is adapting to the commission-cutting trend.
October 23, 2019
Saving for College Requires a 'Tricky Balance': Morningstar's BenzMorningstar's Christine Benz discusses how college savers should allocate their assets.
October 23, 2019
Best & Worst 529 College Savings Plans of 2019: MorningstarMorningstar provides its latest ranking of 529 college plans, and they aren't grading on a curve.
October 22, 2019
'Am I at Risk of Outliving My Money?' How to Face the FearHere's a behavioral exercise I conduct when my clients get nervous about the future.
October 18, 2019
Understanding Client Behavior: The Key to Long-Term RelationshipsForget about what you will earn. If you put the client first, you will reap the benefits.
October 18, 2019
Kitces Blasts FPA for Electing TD's Skip SchweissSchweiss is not a CFP, and TD Ameritrade's position on a uniform fiduciary standard opposes the FPA's, Kitces said.
October 18, 2019
FINRA's Top 9 Biggest Investor Arbitration Awards in 2019(Related: FINRA's Top 10 Biggest BD Arbitration Awards in 2019) Financial Industry Regulatory Authority arbitration cases brought by clients against…