Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
CFP Board Releases Financial Self-Defense Guide
By Marlene Y. SatterThe CFP Board, in observation of the second anniversary of the financial crisis, on Tuesday released a consumer guide to financial self-defense.
September 16, 2010
Battle Rages Over Retained Asset AccountsThe practice of retained asset accounts (RAAs) has come under an attack as virulent as any the insurance industry may have faced in a very long time.
September 14, 2010
The Colors of MoneyAdvisors know there are scores of minorities who need planning advice. But when it comes to looking for new clients, advisors are still going for the norm...
September 13, 2010
Schwab Targets Gen Y With New Facebook PageTo engage Gen Y'ers where they spend their time, Charles Schwab has launched a Facebook page that focuses on helping 20-somethings improve their everyday money behaviors.
September 08, 2010
U.S. Executives, Employees Pessimistic on Economy, Studies FindExecutives agree reform is necessary for stability; majority of employees feel some stress.
September 08, 2010
Habitat for Humanity Honors Gen. Colin PowellRetired four-star Gen. Colin Powell will return to his South Bronx roots on September 9th to dedicate a new and green affordable multifamily residence.
September 07, 2010
UCLA's Anderson School of Management Gives Up on Public FundingThe Anderson School of Management at the University of California at Los Angeles is preparing to forgo public funding in the face of California's budget crisis.
September 03, 2010
U.S. Unemployment Rate Edges Up to 9.6% in AugustPayroll jobs fell by just 54,000 in August and the unemployment rate rose by only one-tenth of a percentage point, to 9.6% from 9.5% in July, according to the U.S. Labor Department's Bureau of Labor Statistics (BLS) report released Friday, September 3.