Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
How Relief Package Impacts College Aid, Loan Payments
By Bernice NapachAmong the many changes, it extends tax-free student loan payments by employers to employees and simplifies the FAFSA form.
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.
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.