Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Why Advisors Should Guide Clients on Philanthropy, Impact Investing
By Michael S. FischerAdvising clients on philanthropic giving and impact investing creates a virtuous circle, SSGA says.
August 04, 2017
Cappex.com Launches Free Multi-College Application PlatformStudents can apply to multiple participating colleges at no cost.
August 02, 2017
Why Advisors Need to Be Working With Gen X: The Worried GenerationA Scottrade study found that 83% of Gen Xers say they are likely to seek professional advice about retirement planning.
August 01, 2017
Defending Your Digital Data: Part 1Cybersecurity is becoming less esoteric for advisors something thats avoided or relegated to IT personnel to handle. Increasingly, it has become front-page news.
July 31, 2017
Rep. Wagner Floats Draft Bill to Replace DOL Fiduciary RuleWhile the health care and tax reform debates continue apace in Washington, the ever-present fiduciary discussion also rages on.
July 31, 2017
Guiding Clients Through Grief: Advice From Sheryl SandbergTransitions expert Amy Florian finds good advice to follow and what to avoid in Sheryl Sandberg and Adam Grant's book on adversity.
July 31, 2017
A Family AffairNews doesn't slow down much in the summer, especially with a new president and the start of a hotly debated regulatory regime for advisors.
July 31, 2017
How Edelman Keeps Its Clients Happy (Without Cutting Fees)Edelman Financial's clients range from middle-income to high-net-worth, and fees are 2% for some. CEO Ryan Parker discusses the two keys to the firms growth.