Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Older Parents Squeezed Between Paying for College, Retirement
By Michael S. FischerTheres no workaround when it comes to paying for kids education and getting ready for retirement.
October 26, 2015
Economic Anxiety Persists in Lead-Up to 2016 ElectionsAn unemployment rate around 5% doesn't mean 95% of Americans are A-OK, say Edison Research and Marketplace, who just introduced a new poll.
October 25, 2015
College Planning: 7 Steps to Filing the FAFSAFAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.
October 23, 2015
Returns Higher for Managed Account Users: StudyA new white paper posits that investors who arent using a managed account solution arent just struggling to keep up, theyre falling behind.
October 22, 2015
Retirees to Add $8 Trillion to Economy Through Charity: ReportAdvisors who want to serve all of a clients needs, particularly in retirement, should make sure they are well-versed in philanthropic planning.
October 22, 2015
DOL Clears Way for Impact Investing in Retirement PlansDOL is replacing its guidance on socially responsible investing with new guidance that removes artificial barriers to investments that promote the public good.
October 21, 2015
Why the Industry, and Consumers, Need Best Practices for Financial AdvisorsConsumers need to know who they are working with and what they can expect from their advisors at all times.
October 21, 2015
5 Reasons Most Robo-Advisors Are Not, in Fact, AdvisorsEvery advisor should read Melanie Feins report highlighting robos shortcomings, Bob Clark writes, suggesting "digital brokerage platforms" would be a better name.