Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
A Different Liquidity Trap
By Jack RivkinThe evidence is fairly clear that humans tend to make economic decisions that are not in their best interest. Liquidity can enable this irrational behavior.
May 25, 2016
DOL Will Rely on Consumers, Advisors to Help Enforce Fiduciary Rule: BorziAt the launch of an investor awareness campaign, DOL's Phyllis Borzi and Vanguard founder John Bogle talk about the rule's effects and about future regulation.
May 25, 2016
DOL’s Best Interest Standard May Be Tougher Than It LooksThere were a number of excellent comments to my last blog, including a tome-like tutorial by Ron Rhoades on best interest and sole interest standards.
May 25, 2016
What Wealthy Americans Have in CommonA study by U.S. Trust creates a portrait of high-net-worth Americans, focusing on their backgrounds, how they built their wealth and how they use it.
May 24, 2016
Mark Kantrowitz: College Financing Ace —The 2016 IA 25Its not surprising that Mark Kantrowitz has become the go-to guy for all things related to paying for college.
May 24, 2016
Top 7 Most Honored People in IA 25 HistoryThe 2016 IA 25 focused on the less well-known operators in the advisory industry, but you'll probably see these familiar faces again soon.
May 24, 2016
Making an 'Impact' on Clients With Impact InvestingNeed a value prop thats timely, resonates with clients (especially women and millennials) and actually shows your value? Get on the ESG train.
May 24, 2016
Retirement Planning's Hard Reality: Savings Trump ReturnsSorry, but pipe dreams and unicorns dont actually exist, although the lottery is an option. Im kidding about the lottery part.