Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Who Were the Best Robo-Advisors in Q1?
By Janet LevauxThe first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
May 14, 2017
Can This Fee Structure Save Actively Managed Funds?A new series of funds AllianceBernstein expects to launch this year charge full fees only if they outperform.
May 12, 2017
Investors Are Killing It With 401(k)s on Autopilot: Fidelity'Auto-escalation' nudges employee contribution rates up one percentage point a year; average balance hits record $95,500.
May 12, 2017
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25The former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.
May 11, 2017
In Reversal, Merrill OKs Retirement Account Commissions in 'Limited Situations'Wealth chief Andy Sieg shares details on the cases in which advisors can charge commissions via BIC.
May 11, 2017
Joe Duran — Human Advice Cheerleader: The 2017 IA 25As digital platforms gain influence, the head of United Capital says advisors must employ more emotions and empathy.
May 10, 2017
Ultra-Wealthy Investors Are Heavy on Alternatives: KKRThe investment firm profiled its clients with $30 million or more in assets.
May 10, 2017
Crunch Time: New Standards Will Define the Future of CFPsIm beginning to hear rumors that the CFP Board Commission on Standards may soon release its recommendations and open them up for public comment.