Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Do Social Security COLAs Really Keep Up With Inflation?
By Ilana PolyakHow the Social Security Administration calculates COLAs has become a topic of debate.
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.
June 24, 2021
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for AdvisorsThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 24, 2021
The 2021 Retirement and Annuity Interactive AtlasHere are 10 online resources that can help you map out the future of income planning.
June 22, 2021
5 Planning Strategies to Use if Biden Repeals Stepped-Up BasisSuch a move would reverse "a century of tax law" and have "far-reaching ramifications," says tax expert Andy Friedman.