Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Financial Abuse in Marriage: What Advisors Can Do
By Jane Wollman RusoffThere are five types of financial abuse advisors should watch for, lawyer Jacqueline Newman tells ThinkAdvisor.
August 06, 2019
Wealth Holders Don't Discuss Money With Their HeirsA Merrill study finds family money harder to talk about than saving, investing and spending.
August 02, 2019
New York State Implements Best-Interest Standard for Annuity SalesExpected next year: a New York state fiduciary rule for securities sales.
August 01, 2019
High-Earning Female Investors Defy Stereotypes: SurveyA FlexShares report shows why advisors should question gender-based assumptions in both financial and personal life.
July 31, 2019
Active Managers Using Shareholder Leverage to Be HeardPushing companies they own to be more socially responsible, asset managers are using proxy voting in a big way.
July 30, 2019
How Student Loan Debt Delays Milestones, Hurts RelationshipsTIAA surveyed adults age 25 to 75 who were still paying off their student loans.
July 26, 2019
How to Advise Clients Planning a Second MarriageThose tying the knot a second time (or more) tend to have more knowledge — and more baggage.
July 25, 2019
Another Robo-Advisor Bites the DustSwell Investing, which specializes in socially responsible portfolios, is closing down as of the end of August.