Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Funding a Cure for Childhood Diseases
By Danielle AndrusIn June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.
July 31, 2015
Analysts Are Victims of Behavioral Biases, TooLike anyone else, analysts behave in a manner inconsistent with the workings of a completely efficient market, says John Riddle of BRC Investment Management.
July 31, 2015
1 in 10 Advisors Have Never Heard of Robos: SurveyA survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
July 30, 2015
How Investors’ Decision Making Varies With Age and WealthResearch firm Martini studied the online behavior of three segments of the affluent market.
July 30, 2015
Top 5 Fastest Growing Consumer ComplaintsThirty-seven agencies in a survey received a total of 281,639 complaints last year, including tax-related fraud.
July 30, 2015
Robo-Advisors: 3 Signs You’re at Risk; 3 Ways to RespondThe parallels between the dot-com craze and todays robo-advisors are many. We debunk claims, list which advisors are vulnerable and remind you of your advantages.
July 29, 2015
The Case for Charging Both AUM and Flat FeesRather than an either/or solution, Deborah Fox's "AUM plus fees for specific services" model provides value to clients while smoothing the advisory firm's revenue stream.
July 29, 2015
For the Wealthy, It’s Hard to Find Good HelpFamily offices are hiring household help for high-net-worth clients but should they get involved?