Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Sen. Warren Blasts SEC Disclosure Initiative as Harmful to Investors
By Melanie WaddellThe attempt to simplify public company disclosure requirements is an "ill-conceived" waste of the SEC's time, Sen. Elizabeth Warren says in a letter.
June 30, 2016
More Scholarships, Fewer Loans Financing College: SurveyIn addition, more students are working during the academic year or on breaks to help pay for college, Sallie Mae reported.
June 30, 2016
How Chinese Students Are Helping to Save America's CollegesThe rising number of Chinese students at American colleges is driven in part by big cutbacks in government aid for state universities.
June 30, 2016
Perez Shrugs Off DOL Fiduciary Rule Lawsuits, Vows Continued Outreach to IndustrySome folks in the industry want a Best Interest Rule as long as its not enforceable, the Labor secretary said.
June 30, 2016
How to Reach Out Digitally to Your Clients’ ChildrenEven advisors who believe their personal and professional relationships with clients couldnt be stronger are likely leaving relationships untapped and assets on the table.
June 29, 2016
Bank Customers Favor Robo-Advice: AccentureNontraditional banks continue to gain momentum, especially among millennials.
June 29, 2016
Celebrate July 4 — and Speak Out for FiduciariesEnjoy the barbecue, and also vow to speak out and help ensure industry lobbyists dont become the public face of fiduciary advisors.
June 29, 2016
Professionals and Conflicts of Interest: Not Hard to GaugeHeres why professionals (and their clients) need standards of ethical conduct that address the proper handling of conflicts of interest.