Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Cappex.com Launches Free Multi-College Application Platform
By Bernice NapachStudents can apply to multiple participating colleges at no cost.
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.
July 31, 2017
Two Ways LPL Plans to Innovate: New Mobile App, Virtual AssistantsAt its Focus conference, CEO Dan Arnold shares details about a mobile app for clients and the IBD's experiments with Uberization.
July 31, 2017
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio ProductsIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 28, 2017
New Tool Helps Families Assess Effects of Budget Cuts on Student AidA new tool from the National Association of Student Financial Aid Administrators shows the impact of Trump budget cuts on financial aid at individual schools.