Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
73% of Advisors Don't Have a Written Succession Plan: FPA
By Bernice NapachMany advisors can relate to the cobbler whose children have no shoes.
April 19, 2018
CNBC's Sue Herera: Keeping Her Cool From '87 Crash to Trump TweetsThe co-anchor of the long-running, levelheaded "Nightly Business Report" tells ThinkAdvisor about her 37 years in financial media.
April 19, 2018
M&A Activity for RIAs Surges in Q1, Poised for Boffo YearBreakaway activity also accelerated after several high-profile exits from the broker protocol.
April 17, 2018
New York Attorney General Probes Cryptocurrency Trading PlatformsAG Eric Schneiderman wants major cryptocurrency platforms to provide disclosure about operations, internal controls and safeguards to protect customer assets.
April 17, 2018
On Tax Day, IRS' Online Filing FailsAn error message appears when users select the direct-pay option.
April 17, 2018
Rise of 'Gray' Divorce Forces Financial Reckoning After 50Many women let husbands make the long-term financial decisions, leaving them vulnerable when separation or death strikes.
April 17, 2018
New SEC Ad Promotes Background Checks of Investment ProfessionalsMore than 9 million new users have used Investor.gov since it launched in October 2009.
April 16, 2018
VanEck Launches Real Asset ETF as Inflation Hedge: Portfolio ProductsIn other product news, Research Affiliates launched a new smart beta strategy.