Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Atria Wealth Scooping Up Next Financial
By Janet LevauxThe industry kicks off the year with a major merger and acquisition announcement.
January 30, 2019
Consumers More Afraid of Credit Card Fraud Than Retirement Fraud: LIMRAFraud is increasing among individual life insurance contracts, individual annuities and defined contribution retirement plans, according to LIMRA.
January 29, 2019
Postcard Premiere of IRS Form 1040: Bloink & Byrnes Go Thumb to ThumbDoes the newly designed Form 1040 simplify the tax filing process or simply result in more confusion?
January 29, 2019
Fidelity Go Ranked Best Overall Robo-AdvisorThe Robo Report, published by Backend Benchmarking, rated 13 robo-advisors that have been in business for at least two years.
January 28, 2019
Client Outlook for the Stock Market Shifts to Bearish: SchwabThe proportion of Schwab clients who think it's a "good time to invest" declined to the lowest level since 2015.
January 25, 2019
Betterment, XY Planning Offer Free Services for Unpaid Government WorkersBetterment and XY Planning Network are offering free advice for workers affected by the shutdown.
January 25, 2019
How Will Millennials Invest Their New Wealth?Advisors need to understand the thinking of this generation to help guide them as they inherit a vast amount of wealth.
January 25, 2019
Look Before You Leap: The New Expanded HRAsThe government's new proposed regulations expand the value of HRAs but are complex and need to be scrutinized.