In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that combining traditional and digital outreach strategies yields the best results for client engagement and retention. He gives 10 pragmatic tips for a new model for advisor-client communications.
Thinking about retirement doesn't have to be difficult
An expert explains how and why to prepare details about your practice and clients
Tips for finding the right person
The succession planning process can be difficult, so plan ahead as much as possible
A client example illustrates the importance of currency calculations
Lack of jurisdiction and evidence of harm underlie the decision not to intervene
Proposal would eliminate regulatory arbitrage between seg funds and mutual funds
Meanwhile, eliminating student loan interest would cost $2.7 billion over five years, the Parliamentary Budget Officer finds