Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Kitces Asks: How Should 'Best Advisors' Be Ranked?
By Janet LevauxMichael Kitces asked about better ways to rank top-performing advisors. Here's what advisors said.
December 06, 2018
Here's How Much Holiday Shoppers Plan to Spend This Year: TD BankThe majority of shoppers don't plan to use credit, the bank finds.
December 06, 2018
SIFMA Sees Slowing Growth, SEC Best-Interest Rules Coming in 2019The best-interest regs will probably be clarified in the first half of next year, SIFMA says.
December 05, 2018
Financial Planning Boosts Confidence: Survey"People often underestimate the benefit of something as simple as being organized," according to Citizens Bank.
December 05, 2018
Tax Reform Shakes Up Routine EOY Retirement PlanningLast year's Tax Reform law makes the end-of-year retirement plan checkup even more important.
December 05, 2018
10 Reasons Why Investors Need AdvisorsIn a world of cheap trading, ETFs and robo-advisors, remind your prospects (and yourself) how you add value.
December 04, 2018
How Big Is the Racial Retirement Security Gap?The Center for Retirement Research analyzes what the wealth gap between whites and minorities means for retirement preparedness.
December 04, 2018
Financial Security Is Sexy: Merrill EdgeAmericans are looking for financially stable partners yet hesitate to discuss their finances, Merrill Edge finds.