Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
5 Ways to Build Trust With Women Using Social Media
By Jenny Wiens, Sarah PedersenAdvisors can leverage social media to reach and build trust with female clients, who are already bigger users of social media than men.
December 05, 2014
Schwab’s Advisor, Retail Chiefs Talk Wealth ManagementBernie Clark of Schwab Advisor Services and Terry Kallsen of Schwab retail speak of Generation Now, robos and referrals.
December 05, 2014
Stable Value Fund Group Makes Pitch to Risk-Averse MillennialsStable value funds are ideal investments for millennial investors, according to Gina Mitchell, president of the Stable Value Investment Association.
December 05, 2014
Advisors Break Out Champagne, Are Bullish on 2015Clients aren't so optimistic, however. SEI Advisor Network says now is the time to discuss contingency plans with them.
December 05, 2014
SEC Pushes to Test Effectiveness of Investor DisclosuresWe should formulate a plan to incorporate thorough investor testing into as many of our projects as possible, SEC Commissioner Kara Stein said.
December 03, 2014
Why Aren’t CFPs Always Subject to a Fiduciary Standard?The CFP Board's rules on the matter are hard to discern, owing in no small part to essential details appearing separately in three different places.
December 02, 2014
House to Vote on Tax Extender Bill by ThursdayThe Tax Increase Prevention Act of 2014 will extend until year-end tax provisions that expired on Dec. 31, 2013.
December 02, 2014
Six Do’s and Don’ts for Advisor Due DiligenceThe key is to tailor a due diligence program to your specific practice and the potential risk posed by each third-party service provider.