Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Two Ways LPL Plans to Innovate: New Mobile App, Virtual Assistants
By Emily ZulzAt its Focus conference, CEO Dan Arnold shares details about a mobile app for clients and the IBD's experiments with Uberization.
July 26, 2017
Why Women Make Great InvestorsWomens investment behavior tends to follow recommended investment principles more often than mens, according to a Wells Fargo Investment Institute report.
July 26, 2017
Prepare Your Clients for These 5 Life EventsRetirement planning is far from the only component of a robust financial plan.
July 25, 2017
CFP Board’s Fiduciary Standard Provides ‘More Freedom’ Than DOL’sRay Ferrara of the CFP Board answered planners' questions about how the proposed changes to the standards for CFPs compare to Labor's fiduciary rule.
July 24, 2017
Social Security Survivor Benefits: Don’t Just Survive, MaximizeThe extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
July 24, 2017
44% of Americans Don’t Know When the Fed Last Raised Rates: WalletHubA WalletHub survey aims to see how much the general public knows about the Fed.
July 23, 2017
Wells Fargo Data Release Said to Lead to Regulatory FocusRegulators are said to have started asking questions about the breach after the data was mistakenly provided to an attorney.
July 21, 2017
Morningstar, MMI Launch Sustainable Investing InitiativeThe program is focused on educating financial advisors about ESG investments because an increasing number of clients are demanding them.