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 November 2014​


Cover Story

The Future of Client Communication: Drive Engagement, Create Differentiation

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.

Practice Management

Fixing the 5 Biggest Mistakes Planners Make Helping Clients Manage Risk

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.


Benefits and Drawbacks of 401(k) Loans in a Low Interest Rate Environment

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.

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