Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
RIA Says Being Black, Under 30 Makes Him a 'Unicorn'
By Jane Wollman RusoffRIA founder Samuel Deane explains the importance of having a niche and why he sees industry efforts to improve diversity as lip service.
January 05, 2022
Why Cash Flow Planning Is the Advice Clients WantGeneric retirement planning is no longer the answer.
January 05, 2022
10 Things to Talk About in Annual Portfolio ReviewsEveryone wants to know how their investments performed, but there are lots of other important topics to discuss.
December 31, 2021
Good Riddance: All the Things Wall Street Won't Miss About 2021Here are a few topics that tormented analysts and other financial professionals over the past 12 months.
December 30, 2021
15 Most Health-Conscious Cities in the U.S.The ranking done by ValuePenguin focuses on access to eight amenities, like gyms, parks and playgrounds, as well as healthy food options.
December 29, 2021
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael CrookWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 29, 2021
12 Mistakes to Avoid When Doing the Party CircuitYou're at a New Year's Eve party, but it still means business for you. Here are a dozen don'ts to make the best of the event.
December 29, 2021
Vanguard's Ongoing Website Issues May Be Its 'Worst Tech Screw-up' Ever: Source"It's a nightmare. This is the worst possible time for something like this to happen," says Dan Weiner, editor of The Independent Adviser for Vanguard Investors, a newsletter.