Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Technology Observations From Belize
By Dan SkilesOne thing I learned on a trip to Belize: You need to be prepared to use multiple channels to communicate with your clients.
August 18, 2016
Female Investors Don't Lack Confidence; They Just Have High Standards: StudyA recent survey by United Capital suggests that the common idea that women lack financial confidence is malarkey.
August 18, 2016
DOL Fiduciary Rule Hits BDs’ IT Budgets, Product LinesBroker-dealers have to make a lot of very difficult, and in some cases expensive, decisions, ERISA lawyer Fred Reish says.
August 18, 2016
8 Best Foreign Retirement DestinationsThe Retire Overseas Index identifies some lesser-known cities and regions for retirees to explore.
August 17, 2016
Hearsay Launches New Social Media Tool for AdvisorsThe platform tracks client communications, suggests steps for advisors to take and gives broker-dealers data for building best practices.
August 16, 2016
Cutting Small-Business Health Coverage Risks With HMRAsA traditional HRA with an employer health matching reimbursement account (HMRA) can provide a solution for small-business clients.
August 15, 2016
Top Portfolio Products: Nuveen Launches Alternative Investment PlatformThe platform, using technology from Artivest, lets advisors allocate alternative investments across client portfolios and monitor their performance.
August 15, 2016
Fidelity Submits Proposal to Retrofit Closed-End Funds as ETFsFirms application calls for new exchange-traded active funds; Fidelity proposal would eliminate daily disclosure of holdings.