Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Financial Advice From a Bank? Customers Who Take It Love It
By Michael S. FischerBank customers are unlikely to seek advice but most will follow it when they receive it, J.D. Power finds.
June 30, 2021
Do Social Security COLAs Really Keep Up With Inflation?How the Social Security Administration calculates COLAs has become a topic of debate.
June 29, 2021
Fed's Rosengren Says 2022 Rate Hike in Play as Job Market HealsSeveral other Federal Reserve Bank presidents also have laid out a scenario in which the Fed would lift rates next year.
June 29, 2021
11 Net Investment Income Tax Questions, AnsweredWhat advisors should know about who pays this 3.8% surtax and how it can affect retirement and estate planning.
June 29, 2021
Everything You Need to Know About the Grayscale Bitcoin TrustYour clients may have questions about this popular cryptocurrency investment. Here's how it works, its benefits and risks.
June 29, 2021
U.K. Firm to Launch Crypto Trading Platform With Fidelity as a CustodianClients will be able to access liquidity as their assets remain in custody with Fidelity and other firms, enhancing security.
June 29, 2021
Is the Stock Market Poised for Crash, Correction or More Gains?A wide range of market strategists from Schwab, GMO, DoubleLine and elsewhere shared their market predictions.
June 29, 2021
Why Annuities Work Like a 'License to Spend' in RetirementRetirees spend more if they hold their wealth as guaranteed income, and not as investments, as they age.