Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
What Clients Want, and What Advisors Think They Want
By Bernice NapachA new survey reveals several disconnects between the two.
April 06, 2017
How to Avoid Extra Taxes When Clients Avoid MarriageEstate planning for unmarried couples requires an "individualized and resourceful approach."
April 06, 2017
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2017Overall satisfaction has risen across full-service broker-dealers, the survey finds, but robo-advisors present a clear threat.
April 05, 2017
CFP Board Launches Campaign to Attract Younger, More Diverse AdvisorsThe "I am a CFP Pro" campaign is intended to expand the advisor workforce to better reflect the population it serves.
April 05, 2017
Jobless Rate for College Grads Falls to Lowest Level Since RecessionThe NY Fed's latest update on the job market for college grads reinforces the value of a college education both short and long term.
April 04, 2017
How Much Is an Advisor Worth? Much More Than They Charge: RussellRussell Investments calculates how much value advisors add to the typical client's portfolio.
April 04, 2017
The New Shape of US Household DebtHousehold debt has been reshaped in ways that could potentially affect how advisors help manage clients' liabilities, the New York Fed reports.
April 04, 2017
Tim Duncan’s Former Advisor Pleads Guilty to FraudThe retired NBA star issued a statement after Charles Banks admitted to wire fraud in San Antonio.