Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Fidelity Launches Robo Platform for Advisors
By Bernice NapachThe Automated Management Platform allows advisors to seamlessly manage digital accounts alongside more traditional accounts, Fidelity says.
September 12, 2017
The Declining Fiscal Health of America’s CitiesMunicipal revenues are expected to grow much more slowly in 2017 while expenditures remain steady and state and federal aid continues to decline.
September 12, 2017
Planning for the Suddenly Wealthy: Call In the SWATT TeamComing into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
September 11, 2017
How the Clients You Don’t Take Can Grow Your FirmWhen a prospect doesnt meet your firms minimums, instead of turning them away, take the meeting.
September 11, 2017
Third of UBS Assets Are in Sustainable or Impact InvestmentsIts quite clear this is no longer a niche anymore, said Group CEO Sergio Ermotti.
September 11, 2017
Morningstar’s August Winners & LosersClose to 50 mutual funds get new analyst ratings from the research firm, while 95 have their ratings affirmed.
September 11, 2017
What Workers Want, and Aren’t Getting, From Their 401(k) PlansA new survey from Betterment for Business finds that many plan participants want a lot more service than their plans provide.
September 11, 2017
Here’s How Much Americans Spend on SportsThey spent $2.3 billion for fantasy sports leagues alone in the past year, CreditCards.com reports.