Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How Discrimination Influences Financial Decisions
By Michael S. FischerPeople who are more likely to experience social discrimination are less likely to participate in the stock market, new research shows.
December 13, 2016
4 Top Ways Workers Use Company Stock Plan Funds: FidelityFidelity poll finds employees often overlook this workplace benefit.
December 09, 2016
Can an Algorithm Assess Investors’ Complex Financial Needs?The future of financial advice is bionic, CEO David Siegel of Investopedia said.
December 06, 2016
Moody’s Turns Negative on Outlook for Global Asset ManagersBusiness conditions for asset managers are at an "all-time low," says Moodys Managing Director Marc Pinto.
December 05, 2016
CANNEX Brings Greater Transparency to Annuity Market: Top Portfolio ProductsIn other product news, Invesco and iShares expand their ETF lineups.
December 02, 2016
Why RIAs and IBDs Favor ETFs Over Actively Managed Funds 4 to 1The increased flows into ETFs are due to many factors including the DOL fiduciary rule.
December 02, 2016
Anthony Iannarino: How to Win Clients and Influence ProspectsSales guru Anthony Iannarino talks to ThinkAdvisor about how advisors can be effective salespeople. (For one thing, pick up the phone.)
December 01, 2016
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in ThemCondor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.