Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
What Advisors Expect From Markets, Clients in 2020 and Beyond
By Bernice NapachAn SEI survey finds that few prioritize improving the investor experience as a top goal for the year ahead.
December 26, 2019
Making the Switch to Retainer-Based PlanningHere are some examples of how this business model can benefit your clients.
December 23, 2019
10 Charitable Giving FAQs You Should KnowAs the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.
December 20, 2019
15 Funky, Expensive Gifts for the WealthyHere's a look at the unique and high-priced gift wonders (and their price tags) that we found on Ranker.
December 19, 2019
Robinhood Fined $1.25M by FINRA for Customer Order Routing MethodThis is the latest stumble for Robinhood, which started no-commission trading years before Schwab and others followed.
December 18, 2019
For Tax-Preferred Charitable Gifts, Use This Workaround by Year-EndThe QCD provides a valuable tax benefit for charitably minded clients hurt by the tax reform changes.
December 13, 2019
Your Clients Are Stressing Out About Their Health: FidelityStressed investors are less satisfied with their advisors, Fidelity finds.