Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Claiming Social Security; When Clients Go Bad; Fighting Public Corruption: Investment Advisor March Features—Slideshow
By Danielle AndrusWhile advisors are not required to provide help with Social Security claiming strategies, some experts believe clients who sue their advisors over bad advice could have a case.
February 26, 2015
How Much Is an Advisor Worth? Eric Nelson Does the MathWhen a prospect balks at paying advisory fees, Eric Nelson shows the value he adds and what the absence of an advisor can cost.
February 25, 2015
UBS Gets Behind BucketsEven the most exemplary investment in theory, with high expected returns, doesnt cut it if your goal is to pay a bill due next month.
February 25, 2015
Are Investors Biased Against ‘Foreign Sounding’ Money Managers?Study shows funds managed by people with more familiar, American-sounding names bring in about $133,000 more in fees annually.
February 23, 2015
Finding Your Client’s Place on the Efficient FrontierModern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
February 20, 2015
Is Crowdfunding the Great Investment Equalizer?The collaborative nature of crowdfunding can be ideal for some investors, particularly women. And there's room for advisors to help.
February 20, 2015
The Kids Are Not All Right, Financial Pros WorryTwo recent studies from UBS and Million Dollar Round Table found that millennials are less likely to plan ahead than other generations.
February 18, 2015
Want to Lure Millennials? Forget ‘Retirement Planning’XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."