Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How COVID-19 Is Hurting Workers' Retirement Prospects
By Michael S. FischerDue to the pandemic, 33% of workers have taken a loan and/or withdrawal from qualified retirement accounts, or plan to do so, a new poll finds.
December 16, 2020
Investor Sentiment Perks Up in Fourth Quarter: Wells FargoInvestors are divided on how the Biden presidency will affect their net worth.
December 16, 2020
A 4-Point Checklist for Year-End PlanningNo doubt, 2020 was an unusual year, which makes client reviews all the more important to prepare for 2021.
December 14, 2020
Two-Thirds of Americans Optimistic About Their 2021 FinancesThough many are in 'survival mode,' most Americans see better times ahead, Fidelity finds.
December 11, 2020
Self-Directed Investors OK With Decisions During Volatile 2020Digital tools and human advice are not an either/or proposition, E-Trade survey finds.
December 11, 2020
Jeffrey Levine: 5 Tax Tips for Wealthy Clients to Consider Before It's Too LateNot all the Democrats' tax plans are negative for wealthy clients, Levine says, but several available planning opportunities are likely to go away.
December 09, 2020
Cost of Health Care Is Americans' Top Financial Concern: CFP BoardMore than half of Americans are stressed, millennials and Gen Z most of all.
December 08, 2020
3 Things Next-Gen Clients Want, and Aren't Getting, From AdvisorsMillennials say "traditional" advisors don't understand these issues, CFP Phuong Luong writes.