Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Snappy Kraken Launches Enterprise Marketing Hub, Updates Campaigns App
By John ManganaroNew tools can streamline advertising campaign creation while providing improved data analytics and reporting.
February 04, 2025
1 in 4 Clients Would Consider Switching Advisors After $1M Inheritance: SurveyWhile overall satisfaction rates are high, millennials are the most likely to invest a windfall elsewhere, Orion finds.
January 31, 2025
Planning Foundation Issues Grants to Support Pro Bono GuidanceOrganizations providing planning without charge will benefit from a record $678,000 in funding during 2025.
January 27, 2025
Orion Bolsters Real-Time Data Sharing on the CloudThe expansion comes via a collaboration with Snowflake, the artificial intelligence data cloud company.
January 24, 2025
Where AI Adoption by Wirehouses and RIAs Is HeadingThink less portfolio management and more meeting note-taking and client reporting.
January 21, 2025
LPL Launches Digital Marketing PlatformAdvisors who beta tested the new marketing solutions grew assets 39% faster, according to the firm.
January 16, 2025
As Wire Fraud Claims Rise, Advisors May Find They Aren’t Properly InsuredAn advisory firm needs to protect itself to ensure that it isn’t on the hook for these liabilities.
January 14, 2025
Advisor360 Acquires Generative AI Tech DeveloperThe acquisition of Boston-based Parrot AI enables advisors to record, transcribe and summarize meetings.