Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Tax Planning: How Your Clients Can Deduct Your Fees
By Mike PattonA look at how, how much and from which accounts your clients can deduct your fees, along with a warning about IRAs.
March 10, 2015
Obama Signs Student Aid Bill of RightsObama's student loan directive would create a new complaint system for student borrowers and ease loan repayment.
March 10, 2015
Investors Spend 475 Hours a Year Worrying About Money: Legg MasonThe top three issues investors fear could prevent them from living the lifestyle they want later in life.
March 09, 2015
Many HNW Investors Call Themselves ‘Self-Directed,’ Despite Complex PortfoliosAlmost 30% of high-net-worth investors consider themselves self-directed, a survey from Cerulli Associates found.
March 06, 2015
Emerging Wealthy Aren’t at All Like Current Millionaires. Or Are They?A more ethnically and gender-diverse group of wealthy Americans wants what todays wealthy want, but arent sure advisors want them.
March 05, 2015
Half of Parents Say College Savings More Important Than RetirementNearly a third said they were using their 401(k)s to save for their children's college, T. Rowe Price found.
March 04, 2015
More Asian-Americans Likely to Become AdvisorsThe challenges and benefits of providing financial advice will lead to more Asians becoming advisors, says planner George Dang.
March 04, 2015
Average Retirement Age Leveling OffCultural and structural changes that converged to reverse a century-long decline in labor force participation may have petered out, the Center for Retirement Research says.