Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
'Tis the Month Before Christmas
By Bryce SandersI sat at my desk, which now was at home. I glanced out the window, then answered my phone.
December 04, 2020
The Democratic Sweep Didn't Happen. What Does That Mean for Your Clients' Taxes?A vice president of Ayco, a Goldman Sachs company, offers some tax tips.
December 04, 2020
Goldman Becoming RIA Custodians' 'Worst Nightmare'By selling Folio's DIY unit but keeping the RIA business, Goldman is angling to compete in the space, consultant Tim Welsh says.
December 04, 2020
Americans' Feelings of Financial Security Are at Pre-Pandemic Levels: SurveyA survey finds that majority of Americans developed good personal finance habits in 2020.
December 04, 2020
Merrill Ends Advisor Payouts on Small AccountsBut the firm's decision to leave its comp grid alone stands as welcome news for advisors, consultant Andy Tasnady says.
December 04, 2020
Goldman Sells Folio's Retail Unit, Keeps RIA BusinessInteractive Brokers is buying Folio's DIY investor unit, which has some 70,000 clients and about $3 billion in assets.
December 03, 2020
Morgan Stanley Expanding Estate ServicesWirehouse's team of 25 staff provides "concierge support" for clients when there's a death, says Field Strategic Services chief Lisa Golia.
December 01, 2020
M1 Finance Adds Feature to Link Client AccountsSmart Transfers allows for pre-set movement between checking, investing and borrowing programs.