Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Hightower Adds $800M Texas RIA
By Jeff BermanThe RIA consolidator says it has taken a "significant" equity stake in Hart Financial Group, its eighth transaction this year.
October 16, 2020
How Much Value Does a Financial Advisor Deliver?Russell Investments has developed a formula: A+B+C+E+T = value of an advisor.
October 15, 2020
More Investors Turn to Financial Advisors During PandemicA new Oval Office occupant in January would not affect investment advice to clients, a survey found.
October 13, 2020
Americans' Personal Savings Up 10% From 2019: Northwestern MutualSavers worry about what could come next during the pandemic.
October 13, 2020
Invesco, Nasdaq Expand QQQ Fund LineThe offerings include a "next-gen" ETF and a Nasdaq 100 mutual fund.
October 13, 2020
XY Planning Unveils New Advisor PortalThe group also announced a partnership with the Association of African American Financial Advisors to help attract Black financial planners.
October 12, 2020
High-Earning Prospects Are Easier to Find Than You ThinkAwed by affluent prospects? Remember, they're your peers.
October 09, 2020
4 Tax Planning Moves to Make if Trump Wins ReelectionWhile Trump has no formal second-term tax platform, he has suggested a few possible changes.