Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
New AARP Tool Helps Investors Choose an Advisor
By Emily ZulzThe Interview an Advisor tool walks the user through suggested questions to ask a financial professional.
December 27, 2017
WSJ Finds Fake Comments to DOL Criticizing Fiduciary RuleAn analysis by the paper found that some of the public comments filed with the Labor Department were fraudulent.
December 27, 2017
Securities America Fined Over Ads Targeting ElderlyMassachusetts regulators say the commercials were similar to a public service announcement.
December 27, 2017
Wealthy Americans Flood Advisors to Take Advantage of Tax LawThe new law could change the financial consequences of major life decisions for millions of Americans.
December 22, 2017
The Tax Cuts and Jobs Act: An Advisor's GuideUnlike lawmakers, you dont have an army of staffers to read through the tax bill, so we're here to help.
December 22, 2017
Millennial Homeownership on the RiseDoes this refute our preconceived notions about millennials living at home and putting off major purchases and major life events?
December 20, 2017
A Stealth Social Security Cut Is Coming in 2018Laurence Kotlikoff and Jane Bryant Quinn talk to ThinkAdvisor about the future of Social Security and Medicare as a premium hike looms.
December 20, 2017
CFP Board Releases Latest Proposed Changes to Ethics and Conduct CodeThe Board is especially seeking comment on the exclusion of custodial and TAMP fees from required client disclosures.