Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
For Tax-Preferred Charitable Gifts, Use This Workaround by Year-End
By Robert Bloink | William H. ByrnesThe QCD provides a valuable tax benefit for charitably minded clients hurt by the tax reform changes.
December 12, 2019
Divorce Doesn't Have to Be ContentiousIn a collaborative divorce, advisors can be part of a team that offers information to smooth the process.
December 12, 2019
SEC to Take Up Accredited Investor Definition Changes on Dec. 18The SEC will vote on whether to consider updates to the definition.
December 11, 2019
Are Advisors Failing to Communicate? Many Clients Say YesYCharts took a look at the types of communication clients want, but often aren't getting, from advisors.
December 11, 2019
10 Most Searched Financial Topics of 2019: InvestopediaThe financial information site revealed what its 22 million monthly readers were most curious about.
December 10, 2019
Grow Your Firm With Online Client MeetingsVirtual meetings are the new reality, and that's good for both advisors and clients. Here's how to get started.
December 09, 2019
Here Are Americans' Financial Goals for 2020: FidelityMost Americans say they're doing better financially now than a year ago, and many credit good habits for the gains.
December 09, 2019
J.P. Morgan Expands BetaBuilders ETF Line: Portfolio ProductsAlso, Avantis introduces five low-cost mutual funds.