Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
TD Ameritrade Unveils All-Digital Robo-Advisory
By Bernice NapachThe BD is offering the new service to existing clients currently and expects to launch it nationally in 2017.
October 31, 2016
Advisor Social Media Use Grows, as Do the Different Ways It’s UsedWhich platforms are used and how often depend on individual firms, advisors noted at a SIFMA forum, which could change when FINRA issues new guidance.
October 31, 2016
Future of Robo-Advice Is Bright, With a Catch: ReportDespite low barriers to entry, incumbents cast a shadow over startups.
October 28, 2016
FINRA Sweeps Broker-Dealers’ Cross-Selling PracticesFINRA focused on nature, scope of BDs cross-selling activities and whether they are adequately supervised.
October 26, 2016
College Gets More Expensive, AgainTuition and fees at private and public schools alike keep rising faster than inflation.
October 24, 2016
What Does Divorce Really Cost?Conducted by volunteers, Second Saturday workshops address the legal, emotional and financial issues of divorce.
October 24, 2016
Why a Fiduciary Duty MattersDoes a fiduciary duty really make a difference in the quality of the advice that retail investors get?
October 24, 2016
Wells Fargo Starts Nationwide TV Commercials Addressing ScandalThe bank, fined $185 million for opening millions of unauthorized accounts, hopes the ad campaign will help it retain clients.