Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Lessons for Advisors From a Bus Tour
By Bernice NapachThe American Century/Investopedia tour, covering six cities in five states, found that advisors should focus more on financial planning than portfolio management to attract clients.
November 08, 2017
Need to Know Your Clients Better? Try Playing a GameUC Berkeley professor Shachar Kariv tells ThinkAdvisor how his software gamifies the task of understanding clients true risk tolerance.
November 08, 2017
For Clients Selling Their Businesses, M&A Can Get MessyDetermining the anticipated proceeds of the sale of a client's business is not always as simple as it seems.
November 08, 2017
80% of Millennials Want Professional 401(k) Advice: SchwabMillennials are more confident than older investors about making financial decisions, but they are also open to advice, Schwab found.
November 07, 2017
Wells Fargo Finally Launches Its Robo-Advisory ServiceIntuitive Investor is available for clients with a minimum $10,000 in assets for a fee of 50 basis points.
November 07, 2017
‘Financial Caregiving’ Is Widespread and Expensive"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.
November 06, 2017
Global Investors Flock to ESGSchroders ranks 30 countries on their adoption of sustainable behaviors and investing.
November 03, 2017
It’s Complicated: Exploring the Advisor-Client RelationshipFinancial advisors are to a persons financial life what physicians are to a persons physical life. But it's much harder to argue with a physician.