Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
4 Facts About the World's Billionaires
By Emily ZulzBillionaire wealth as well as the number of billionaires grew in 2016, according to UBS and PwC.
October 24, 2017
Senate Preparing to Overturn CFPB Anti-Arbitration RuleThe House has already voted to void the CFPB rule, and the Senate could vote as early as today or tonight.
October 24, 2017
Working Past 70½? Skip the 401(k) RMD Without PenaltyFor clients working past age 70, there is an exception allowing them to defer their 401(k) RMDs until retirement, Professor Robert Bloink says.
October 23, 2017
Hearsay Acquires Mast Mobile to Strengthen Its Texting PlatformHearsay will apply Masts technology to advance its Hearsay Messages text-based client outreach solution.
October 20, 2017
2 Biggest Reasons Clients Trust Their AdvisorsVanguard assessed 32 skills, practices and behaviors for their effect on client trust. Interestingly, financial planning ability barely cracked the top 10.
October 19, 2017
Get Clients to Break Their ‘Money Silence’ or Lose ThemKathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy and stop the next generation from firing them.
October 19, 2017
Trump Signs Elder Fraud Bill Into LawThe new law cracks down on telemarketing and email fraud and boosts penalties for health care fraud.
October 18, 2017
Number of Younger Millionaires Who Use an Advisor Is Declining: FidelityFidelity's millionaire outlook study finds that the ranks of Gen X and millennial millionaires are growing fast.