Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Where Are RIA Deals Headed?
By Pete GougousisDue to several trends, firms may want to join forces with other players.
January 31, 2019
Essential Advice for Clients Buying ArtOwning or purchasing art can cause unforeseen challenges to your clients. Have the right lifelines to make sure they are covered.
January 31, 2019
RIAs 'Woefully' Unprepared in Succession Planning: Franklin TempletonThis lack of planning allows potential buyers to capitalize on sellers' "need for speed."
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.