Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Sheryl Garrett: Making Fiduciary Advice Accessible—The 2015 IA 35 for 35
By Danielle AndrusThe pioneer of pay-by-the-hour financial advice, who started her practice on April Fools Day in 1998, is glad she ignored the naysayers.
May 08, 2015
Envestnet Offers Digital Tool to Battle Robo-AdvisorsThe Advisor Now portal is designed to help advisors deliver comprehensive wealth management services where and when clients want them, said Envestnet CEO Jud Bergman.
May 06, 2015
Bergman to Advisors: Envestnet Will Help You ‘Cross the Digital Divide’At Advisor Summit, Envestnet CEO uses the metaphor of transcontinental railroad builder to encourage advisors to surmount the robo-advisor challenge.
May 06, 2015
Toward a Workable Fiduciary Standard for Brokers: The 7 QuestionsTo tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
May 05, 2015
‘Living Inheritance’ Could Hurt RetirementA report by HSBC identified a living inheritance trend among Americans, as 43% of retirees said they were providing regular financial support to another person.
May 04, 2015
The 2015 IA 35 for 35 CalendarThroughout May, well publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
May 04, 2015
The Robo-Advisors of the Health Care WorldHealth care is undergoing a transition that might sound familiar to advisors who are watching the robo-advisor space: consumers using online tools and mobile devices to control more of their health on their own.
May 04, 2015
(Pet) Protection MoneyAdvisors can provide additional value by helping clients protect beloved pets when theyre no longer able to care for them.