Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
UBS Launches Premium Credit Card to Attract Wealthy Clients
By Janet LevauxThe firm hopes to boost its banking business with a luxury-themed concierge service and rewards program.
May 18, 2017
Women Are Savvier Investors Than They ThinkJust 9% of women in a Fidelity study believed that they had outperformed men during the past year. The evidence suggests otherwise.
May 18, 2017
Best Firms for Self-Directed Investors: J.D. Power — 2017More banks are moving into this space; millennials are demanding as clients and can easily jump to robos, the survey finds.
May 17, 2017
Amy Florian — Leading Through Loss: The 2017 IA 25Amy Florians road to becoming an expert on grief and transition started with her own loss.
May 17, 2017
Fidelity Expands Managed Account Offering to Advisors, RecordkeepersThe offering is a personalized, customized solution for employee retirement accounts.
May 17, 2017
Ex-BofA Wealth Exec Charged in $2.7M Charity, AIDS ScamExecutive and her husband are accused of grabbing banks charitable donations and of fraud affecting HIV/AIDS childrens charities.
May 17, 2017
Wall Street Weighs In as Comey Memo Controversy Roils MarketsAnalysts say deepening turmoil could further delay policymaking; caution advised given Trumps weathering of political storms.
May 16, 2017
How Student Loan Companies Are Causing More DefaultsA CFPB study finds that many student loan companies fail to enroll high-risk borrowers in income repayment plans.