Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Rise of 'Gray' Divorce Forces Financial Reckoning After 50
By Suzanne WoolleyMany women let husbands make the long-term financial decisions, leaving them vulnerable when separation or death strikes.
April 12, 2018
SIFMA Announces Principles to Safeguard Customer DataThe four principles are designed to help protect the security of customer data accessed by third-party data aggregators.
April 12, 2018
Tax Overhaul's Impact on Homeowners Varies Widely: New York FedThe impact on homeowners in high-tax states depends on incomes, property taxes, home values and mortgage terms.
April 11, 2018
Fidelity Is Said to Overhaul Fees on Financial AdviceFees will now be tied to how much a client invests with Fidelity, according to reports from the WSJ and Bloomberg.
April 10, 2018
Retirement Plan Participants Need Professional Advice: SurveyThe latest Wells Fargo/Gallup Investor and Retirement Optimism Index found that non-retirees especially would like advice on how to optimize their Social Security benefits and income in retirement.
April 10, 2018
Software Firm Seeks Tablet Banking Users, Doesn't Find ManyResearch finds tablets are rarely used for mobile banking. If they are used, it's probably an iPad.
April 09, 2018
Clients Rate Top Financial Services Firms in 6 CategoriesA new Hearts & Wallets report measures customer trust and loyalty, the intent to invest more and intent to recommend.
April 05, 2018
Edward Jones Sued Over Alleged Fee-Based 'Churning Scheme'Four investors say the firm misled them about fees and about Jones' 'preference for investing in proprietary funds.'