Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
4 Keys to Better Client Service: AICPA
By Michael S. FischerPresenters discussed these tips at the CPA group's recent conference.
February 24, 2020
Fidelity, Schwab, TD Ameritrade Website Woes Worsen Worries for InvestorsAmid stock declines, users experienced issues like slowness and temporary $0 balances.
February 24, 2020
How to Deal With an Aging Advisor Force and Aging ClientsAlso, what to advise clients who are offered lump-sum Social Security payouts.
February 21, 2020
Top 10 Tax Facts for 529 College Plans in 2020Many clients don't fully understand 529 plans, and the issue is compounded by the Secure Act and the 2017 tax overhaul.
February 20, 2020
Advisors' Advice: 8 Major College Savings Mistakes Clients MakeWe asked advisors what planning errors they've seen and what they did to correct them.
February 19, 2020
Many Americans Financially Unprepared for Divorce, WidowhoodA solid percentage of people are avoiding these uncomfortable topics, a TD Ameritrade survey finds.
February 18, 2020
10 Mistakes Investors Make Without AdvisorsSometimes cutting out the middleman (or woman) is a bad idea.
February 14, 2020
Merrill Taps New ExecCraig Young used to lead the wealth market in Westchester-Greenwich, Connecticut.