| November 2014
by Julie Littlechild
A recent FPA survey paints a comprehensive picture of how advisers are communicating today and where they see challenges going forward. Marrying those findings with data from Advisor Impact’s ongoing investor research paints another picture: the future of client communication.
by Michael T. Carpenter
Recognize and avoid some of the biggest errors made in understanding and managing risk, while improving the quality of your risk communications with clients.
by Jarrod Johnston, Ph.D., CFP®; and Ivan Roten Ph.D., CFP®This analysis shows that loans taken from 401(k) plans are preferable not only when used as an alternative to high-interest rate debt, but also when expected investment returns are low.