Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Be Sensitive—Especially With Minority Families’ Cultural Differences
By Olivia Mellan, Sherry ChristieDemographers speculate that at some not-too-distant point, minorities will become a majority in the U.S. This means advisors are more likely to face cultural differences that will affect the plans they create for clients.
June 29, 2015
Sustainable Investing: No Longer a BackwaterThe great majority of investors want their money to have a positive social impact, but advisors lag in meeting that need.
June 29, 2015
Does Gay Marriage Ruling End a Financial Planning Niche?The workarounds that advisors in many states created to provide same-sex couples with legal benefits now must be unwound.
June 29, 2015
What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay MarriageExtensive discussion, and personalization, of a once taboo topic moved public opinion before the Supreme Court ruling.
June 29, 2015
Advisors ‘Can Become Outdated Instantly,’ Schwab’s Clark WarnsSchwab study finds most advisors believe they'll continue to grow faster than the market, but Bernie Clark cautions not to become the new traditional firm.
June 29, 2015
More Millennials Buying a Home This YearThe housing market is on track to enjoy one of its best years since 2006, the National Association of Realtors predicts.
June 28, 2015
U.S. Investors Think Locally, Data ShowsA report by Openfolio, a platform where investors share portfolio philosophies and contents, shows which industries are most popular among investors in various regions.
June 26, 2015
Finance Has Caught On to Behavioral EconomicsThe next time some macroeconomist tells you that behavioral economics is pass, tell them that behavioral finance is alive and well.