Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Fearing Rate Hike, Wealthy Opting Out of Market
By Michael S. FischerThe Spectrem Millionaire Investor Confidence Index in June plunged to its lowest point in 16 months, Spectrem Group reported Tuesday.
June 30, 2015
Why Institutional Investors Dominate the Liquid Alt MarketThere are a lot of statistics showing investing trends among institutional investors, according to David Katz of Larch Lane Advisors, but tracking retail investors can be more difficult.
June 30, 2015
Simple Survey Divines Investor SentimentA German research firm has learned much about investor behavior by asking the same questions over and over again.
June 29, 2015
Doctors Need More Financial Literacy, TooObamacare is hitting doctors where it hurts: not only in their pockets, but also with red tape, which saps their time to become financially savvy.
June 29, 2015
The Modern Family 80/20 RuleWhile most wealth may be concentrated in the 20% of American families that are "traditionally" structured, it is increasingly spreading to the other 80%.
June 29, 2015
Financial Illiteracy: The Local SolutionPershing Advisor Solutions CEO Mark Tibergien, worried about the lack of financial literacy, did something quite personal about it.
June 29, 2015
What Advisors Should Know About 80% of American FamiliesMarried parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
June 29, 2015
What Makes Sequence of Returns Risk So DangerousWe recently advised readers of an obvious but overlooked retirement riskwhat retirement planner Dirk Cotton calls sequence of consumption risk.