Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Experts Disagree on Role for Regulators in Cryptocurrency
By Ian LopezICOs are an increasingly popular way to fund cryptocurrency projects, but they're raising concerns among everyone from technologists to lawyers in addressing regulations.
July 21, 2017
New App Helps Millennials Create Wills, TrustsLegal documents can be created quickly with no cost to app users.
July 19, 2017
What Role Could AI Play in Investor Relationships?The Salesforce survey finds that millennials are significantly more likely to be interested in AI capabilities offered by advisors.
July 19, 2017
Betterment Launches SRI Portfolio Strategy; Wealthfront Planning OneBoth robo-advisors say the strategies are a direct response to growing demand from clients.
July 18, 2017
How American Families Pay for College: 2017Sallie Maes 10th survey of parents and children shows that parents are saving less and students are borrowing more.
July 18, 2017
Money Trumps Love as Millennials’ Biggest Worry: BMO SurveyMillennials lack of financial literacy is a major impediment to meeting financial goals, BMO reports.
July 17, 2017
Middle-Income Americans Desperately Need Financial Advice: Financial FinesseCynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
July 17, 2017
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio ProductsAlso, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.