Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How Advisors Use Social Media and Why They Should: Putnam
By Bernice NapachThe latest Putnam Social Advisor Survey shows explains the social media imperative for advisors who want to grow their business.
March 29, 2018
Women Still Trail Men in Financial Knowledge: FINRAThe gap in financial literacy between boomer and Gen X men and women has not changed, but for millennials, that gap is narrowing.
March 28, 2018
Betterment for Advisors Adds Flexibility, More ETFs to Core PortfolioThe enhancements allow advisors great ability to customize clients' portfolios on the Betterment platform.
March 26, 2018
Advisors Have a Big Fee Disclosure Problem: CFA InstituteFee disclosure is key to client trust, but less than half of clients are satisfied with that aspect of the advisor relationship, CFA Institute finds.
March 20, 2018
Goldman Sachs Expands Online Lending Program to LPL ClientsLPL advisors can use the program to help clients borrow against the value of their accounts without liquidating their assets.
March 16, 2018
Women Still Underserved in Finance: Edward JonesEdward Jones surveyed 100 women at its recent women's conference.
March 15, 2018
The Four Steps It Takes to Build Client TrustAs in other relationships, client trust is built over time through a consistent and deliberate process
March 14, 2018
8 Innovative Advisor Fee StructuresA new report from Simon-Kucher & Partners says innovation is needed in advisors' fee structures and provides examples.