Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Expat Groups Rage Against FATCA, Election-Season Style
By Melanie WaddellIn a poll by deVere Group, nearly half of U.S. expats said they'd vote for a presidential candidate who promised to repeal FATCA.
June 23, 2015
SEC Busts Firms in $79M Immigration SchemeThe SEC charged two firms with illegally brokering more than $79 million of investments from foreigners seeking U.S. residency through the governments immigrant investor program.
June 23, 2015
For Elderly Fraud Victims, Biggest Toll Is EmotionalAICPA has some advice to help protect older clients who just cant say no to relatives.
June 23, 2015
4 Unusual Ways Millennials Are Different From BoomersBeing younger and healthier is just the beginning, a Goldman Sachs study finds. How they buy, and how they refer, is different than their elders.
June 19, 2015
5 Ways to Cement Relationships With Client CouplesWhen only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
June 18, 2015
Combating Elder Abuse Requires More Than Raising AwarenessNASAA is drafting model legislation to address how broker-dealers and advisors should respond when they suspect or detect senior financial exploitation.
June 18, 2015
5 Timeless Financial Lessons for Father’s DayIt wasnt your first bike or baseball glove, but Dads nontangible gifts that did the most to get you to where you are today.
June 18, 2015
Older Americans Supporting Younger Generation, Not Vice Versa: EBRIAn overwhelming generational transfer of money is flowing from older adults to their younger adult relatives, EBRI found.