Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Fidelity Submits Proposal to Retrofit Closed-End Funds as ETFs
By Miles WeissFirms application calls for new exchange-traded active funds; Fidelity proposal would eliminate daily disclosure of holdings.
August 11, 2016
What’s the Best Way to Keep Clients With Your Firm? Talk to Them—RegularlyNearly 60% of HNW investors switch advisors in their lifetimes. What can you do to maximize your chances of keeping these assets with your firm?
August 10, 2016
Social Security Replacement Rates Fall as Wives Earn MoreAlthough women make up nearly half of the U.S. labor force, Social Security is still designed for single-income couples, according to CRR.
August 10, 2016
Junior Achievement's Financial Literacy ApproachAs CEO of Junior Achievement, Jack Kosakowski helps empower families to have the sometimes awkward but important conversations about money management.
August 09, 2016
Most Consumers Use Mix of Technology, Live Advice: ReportIt's easier for small robos to "optimize" client service, but that doesn't mean more traditional firms can't compete, Hearts & Wallets says.
August 09, 2016
20 Wealthiest US Olympic Athletes in RioSome of the athletes seeking gold this month already have a bit tucked away.
August 08, 2016
4 Critical Aging Issues the Next President Must Tackle: Ken DychtwaldAge Wave founder Ken Dychtwald has some questions for Hillary Clinton and Donald Trump.
August 08, 2016
Top Portfolio Products: New Bond, Macro and Real Estate FundsThe new fund sponsors are American Funds, Franklin Templeton with K2 and CAPFUNDR with Hamilton Real Estate Capital.