Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
SIFMA Announces Principles to Safeguard Customer Data
By Bernice NapachThe four principles are designed to help protect the security of customer data accessed by third-party data aggregators.
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.'
April 03, 2018
How Advisors Use Social Media and Why They Should: PutnamThe latest Putnam Social Advisor Survey shows explains the social media imperative for advisors who want to grow their business.
March 30, 2018
How Cash Makes Clients HappyCash has become a forgotten asset class, although it comprises an important part of clients' sense of well-being.
March 29, 2018
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2018Client satisfaction continues to increase across nearly all full-service broker-dealers, the latest survey finds, but improving loyalty among millennials is a significant challenge.