Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
What's Hurting the Financial Security of Older Americans?
By Ginger SzalaCenter for Retirement Research looks at why today's retirees are less financially resilient to shocks like a major health event or spouse's death.
December 28, 2020
3 Social Security Changes Coming in 2021Also, check out three strategies for clients who must take benefits before their full retirement age.
December 22, 2020
How Relief Package Impacts College Aid, Loan PaymentsAmong the many changes, it extends tax-free student loan payments by employers to employees and simplifies the FAFSA form.
December 22, 2020
Goldman Sachs Readies Digital Investment OfferingMarcus Invest will launch in the first quarter of 2021, after the firm wraps up its pilot program for employees.
December 21, 2020
What Will Advisors Give Clients This Holiday Season?Most financial advisors follow regulatory guidelines on gifts, a SmartAsset survey finds.
December 21, 2020
How COVID-19 Is Hurting Workers' Retirement ProspectsDue 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 18, 2020
Older Workers Who Scale Back Still Reap Big Retirement Benefits: StudyThe Center for Retirement Research found some good news for older workers in "nontraditional" jobs.
December 17, 2020
Black, Latina Women Confident About Financial GoalsJ.P. Morgan poll finds nearly 20% of affluent Black and Latina women began investing this earlier year vs. 5% of their white counterparts.