Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
‘Financial Caregiving’ Is Widespread and Expensive
By Emily Zulz"Financial caregiving" is a near-universal part of elder care but has remains largely unexamined. Merrill and Age Wave studied more than 2,000 caregivers.
October 31, 2017
12 Pieces of Advice for Divorcing Clients and Their ChildrenIf your client is separating from their spouse, help them keep their children from becoming casualties.
October 31, 2017
Bruckenstein, Welsh to Offer Top Tech Tips for AdvisorsNov. 2 webinar will highlight what IT insiders think about CRM, cybersecurity and other issues influencing financial advisors and their business-growth plans.
October 30, 2017
How Advisors Really Use Morningstar Fund RatingsA recent Wall Street Journal investigation found the ratings have a limited value, but most advisors already knew that.
October 30, 2017
Why Words Matter to ClientsOur research found that certain common words and phrases are turn-offs to the HNW individuals that advisors are trying to attract.
October 27, 2017
Morningstar’s Good and Bad 529 Savings Plans in 2017Morningstar has upgraded ratings for six 529 college savings plans and downgraded ratings for three.
October 27, 2017
More Retirement Plans Add Auto-Enrollment, Auto-Escalation FeaturesA survey by Alight Solutions covering nearly 10 million employees and $775 billion in assets found an increase in these savings-boosting strategies.
October 26, 2017
4 Facts About the World’s BillionairesBillionaire wealth as well as the number of billionaires grew in 2016, according to UBS and PwC.