Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How Financial Wellness Drives Better Retirement and Tax Decisions
By Bill ChetneyRetirement plan advisors don't typically spend the majority of their time focusing on taxes for participants.
March 25, 2016
5 Things to Know About Business Expense DeductionsWhat should taxpayers know about handling business expenses? ThinkAdvisor's ALM sister service, Tax Facts Online, takes a deeper dive for answers.
March 25, 2016
SEC Approves FINRA’s Broker Comp Disclosure RuleUnder the rule, customers will have a more complete picture of the potential implications of a decision to transfer assets when a broker switches firms.
March 24, 2016
For Servicemembers, Debt Collection Is Top Consumer ComplaintServicemembers are nearly twice as likely as the general population to file a complaint with the CFPB about debt collection issues.
March 24, 2016
Senators Blast CFPB Social Security CalculatorWhen the Consumer Financial Protection Bureau released its Social Security planning tool in November, some took issue with the estimates it provided.
March 23, 2016
Raymond James CEO: Over 90% of Alex. Brown Reps RetainedRaymond James says it's on track to retain most of the 200 Deutsche Bank advisors moving to the firm after the wealth unit's acquisition.
March 23, 2016
Are DOL Fiduciary Foes Protecting the Little Guy? Financial Engines CIO Cries FoulChristopher Jones says opposition to the fiduciary rule is not really about how it impacts small investors but firms' desire to sell them high-fee products.
March 22, 2016
15 Worst States for Retirement: 2016"Worst" is in the eye of the beholder, but these states present some challenges to retirees.