Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Women Are Savvier Investors Than They Think
By Michael S. FischerJust 9% of women in a Fidelity study believed that they had outperformed men during the past year. The evidence suggests otherwise.
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.
May 15, 2017
Who Were the Best Robo-Advisors in Q1?The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
May 15, 2017
Consumer Optimism Highest in Nearly 4 Years: New York FedLast month, consumers reported the highest level of financial optimism since June 2013, according to the Survey of Consumer Expectations by the New York Fed.
May 15, 2017
Women Unprepared to Inherit Wealth or Pass It On: SurveyHeirs of both genders are generally unprepared, uninformed and unsupported, women somewhat more so than men, research by RBC Wealth Management shows.