Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
9 Ways New Tax Law Could Affect Clients’ Estate Plans
By Melanie WaddellThe expanded estate tax exemption leaves many reasons to engage in estate planning, lawyers say.
January 08, 2018
Wells Fargo's 2017 Silver Lining Is Drop in CFPB ComplaintsCFPB complaints fell 18% vs 2016, best among 10 biggest banks; Capital One posted the biggest rise as most lenders saw a drop.
January 08, 2018
Recruiting & Retaining the Next Generation of AdvisorsBy implementing the right tech platforms, wealth management firms can attract a new generation of advisors and ensure growth and proper succession planning in the process.
January 05, 2018
Wealthfront Raises $75M From Tiger Global, Other InvestorsWealth management startup gains new investor in funding round; competition is growing as startups target milennials online.
January 04, 2018
Wirehouses Say No to BitcoinMerrill Lynch, Morgan Stanley, UBS and Wells Fargo have banned sales of futures and trusts tied to the cryptocurrency.
January 03, 2018
Top 3 Advisor Traits Clients Value MostSoft skills are in high demand while financial performance is simply expected, John Diehl of Hartford Funds tells ThinkAdvisor.
January 03, 2018
New AARP Tool Helps Investors Choose an AdvisorThe Interview an Advisor tool walks the user through suggested questions to ask a financial professional.
January 03, 2018
The Advisor-Client Relationship: The Forces You Can't SeeMost of the work done in the behavioral investing has centered on observable characteristics and behaviors. Let's look at personality and other motivators.