Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
CFP Board Maps Out Ethics and Standards, With Charts
By Ginger SzalaThe board's new Roadmap gives financial planners simple breakdowns of complicated processes and client meetings.
April 22, 2019
New App Makes Proxy Voting Easier for Individual Investors: Portfolio ProductsAlso, m+ funds expanded its Defined Outcome Fund menu and MarketAxess launched a suite of U.S. Investment Grade Indexes.
April 22, 2019
Consumer Satisfaction Higher at Digital-Only BanksFIS survey finds 63% of direct-to-consumer bank customers said they were "extremely satisfied."
April 18, 2019
Parental Support Past Age 25 Is the New Normal: StudyA Merrill/Age Wave study found that young adults struggle more than previous generations did to become financially independent.
April 18, 2019
How Advisors Can Satisfy Fee-Savvy ClientsThe good news: Investors are more willing to pay for advice than they were 10 years ago, Cerulli reports.
April 17, 2019
Education Will Unleash Interest in Social Investing: BNY's NewtonThe need for evidence in impact investing "is a symptom, not a cause, of lack of investment," the investment firm says.
April 15, 2019
You Met Someone! Lay the Groundwork to See Them AgainHow to show your prospects it's worth getting to know you better without being pushy.
April 12, 2019
Rick Ferri, Back in Business, Drops Bomb on AUM Fee ModelWith his new firm, Ferri offers hourly, customized investment advice and says clients should only pay for what they need.