Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Nearly 60% of Business Owners Lack a Transition Plan: Wilmington Trust
By Emily ZulzBusiness owners are too busy to start planning, according to this survey of 200 owners of privately held companies.
September 13, 2017
Before Equifax Plunged, and After, No Analysts Dared to Say SellThe stock has lost almost 30% since news broke last Thursday that the credit reporting agency's database had been hacked.
September 13, 2017
Gundlach Weighs In on ‘Wack-O’ Times in the MarketHe sees further strength in the dollar, trouble ahead tied to the reversal in QE and weak commodity prices.
September 13, 2017
Fintech Is a Tool, Not an Obstacle, in Client ServiceIn the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan, Celent writes.
September 13, 2017
Senators Demand Equifax Insider Trading ProbeThe fallout from the massive Equifax hack continues, with lawmakers and consumer advocates continuing to demand further action.
September 13, 2017
Fidelity Launches Robo Platform for AdvisorsThe Automated Management Platform allows advisors to seamlessly manage digital accounts alongside more traditional accounts, Fidelity says.
September 13, 2017
Global Family Office Returns Bounced Back in 2017Many family offices are unprepared for the looming generational wealth transfer, UBS finds
September 12, 2017
Rich People From These Nations Hide the Most Offshore WealthThe top 0.01% isn't paying a big chunk of its tax bill, research finds.