Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Firm Valuation: There’s a Web App for That
By Joyce HansonCoreValue founder and CEO Chuck Richards says many advisors struggle when trying to do a quick and painless valuation.
September 17, 2013
Reformed Broker on New Ritholtz Firm: Our Blogging Is ResearchTwo of the most hypercaffeinated financial commentators plan to keep on blogging even as they staff up with CFPs for more intimate client involvement.
September 16, 2013
You Can Live Abroad, but You Can’t Shake U.S. TaxesIf youve got clients who are U.S. citizens but are living outside the country, theyre still liable for income, gift and estate taxes.
September 12, 2013
Americans Agree Financial Literacy Is Important, but in Short SupplyAlthough most Americans know theyd get an A or a B on a test of saving and investing know-how, the grade they gave the average American was a D.
September 12, 2013
65-Year-Old SEC Ruling Shines Clear Light on Fiduciary StandardIn the case of the dually registered Arlene Hughes in 1948, the SEC stated clearly what it means to be a fiduciary.
September 12, 2013
Who Gets the Beach House? A How-To for Advisors on Helping a Family DecideWhen Merrill's Stacy Allred sat down to help a family preserve their beach house, she quickly found herself facing a challenge that has affected many families.
September 12, 2013
Atlanta Capital Rolls Up Small Family Office FirmsAtlanta Capital, which just bought neighboring PFM Capital, claims it is ahead of a national family office trend, serving clients with assets under $100 million.
September 12, 2013
Why Uninsured Should Heed Obamacare Mandate NowIts more than the cost; its long-term peace of mind, says CFP Board consumer advocate Eleanor Blayney.