Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
5 Keys to Bringing Value to Clients Now
By David FeldmanMarket volatility, increasing regulatory scrutiny, a continued desire for cost transparency and other factors have advisor-client relationships shifting.
February 14, 2017
Valentine's Day Gifts at a Sweet Price Point: LPLThe IBD looks at trends affecting the costs of the most popular gifts for Feb. 14. Overall, prices rose slower than inflation.
February 14, 2017
How Couples Give to CharityPay raises affect giving differently depending on which partner gets the boost, Fidelity found.
February 13, 2017
The Dumb Money Isn't So DumbRetail investors have moved from active to passive funds, from high to low cost, and from commission-based brokerage accounts to fee-based managed accounts.
February 13, 2017
Growing RIA Grabs $160M Group in SoCalMercer Advisors says this is its sixth deal over the past 12 months; it has $9.6 billion in client assets.
February 10, 2017
Divorcees Floundering on Retirement Finances: SurveyWomen are more proactive in adopting positive financial behaviors following divorce, according to an AICPA survey.
February 09, 2017
$4.7 Trillion 401(k) Market ‘There for the Taking’ for RIAs"Its a wide open competitive landscape," says Skip Schweiss of TD Ameritrade.
February 09, 2017
Bogle: ‘Fiduciary Principle Will Live On’ No Matter WhatThe lower cost funds and fee-based accounts created in response to the fiduciary rule will remain, writes the former Vanguard CEO.