Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Mercer Data Study Shows DC Participants Fare Better With Automated Plan Features
By Joyce HansonDefined contribution plan participants who used automatic rebalancing and deferral increase saw greater balance increases, by as much as 26%, according to a Mercer study.
July 05, 2010
Whiskey to the (Pension) RescueCompany to use Johnnie Walker to fill $645 million retirement shortfall. Talk about liquid assets...
July 01, 2010
Olivia's Advice on Succession PlanningMany financial advisors resist developing a succession plan because of our individual (and societal) reluctance to deal with death and disability. It's easier to say...
July 01, 2010
BlackRock Creates Target Date Fund That Morphs Into a Post-Retirement AnnuityAsset management giant BlackRock has developed a 401(k) target fund that morphs into a post-retirement annuity.
July 01, 2010
Worrisome ItalyCharles De Gaulle reputedly once said that when it came to Europe, Germany was meat, France was potatoes and everything else was just a side...
July 01, 2010
Reclaiming American IndependenceIn a startling briefing to trade union chiefs in Europe in June, EU President Jose Manuel Barroso reportedly warned of a possible collapse of democracy...
July 01, 2010
Summer Conferences: Asking the ConsumerHuntington Beach, Calif.-- General sessions of conferences tend not to produce a lot of insight into practical matters facing financial advisors. Often the speakers are...