Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Democratic Sweep Didn't Happen. What Does That Mean for Your Clients' Taxes?
By Bernice NapachA vice president of Ayco, a Goldman Sachs company, offers some tax tips.
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.
December 01, 2020
Pandemic Taking a Toll on Volunteerism: ReportStill, 73% of those surveyed plan to return to pre-pandemic volunteerism when it is safe to do so, a Fidelity Charitable study finds.
December 01, 2020
Many Americans Could Give Less to Charity Next Year: SurveyThe findings do not apply across all demographic groups, though, as younger donors plan to increase their giving in 2021.
November 30, 2020
Robos Slightly Outperformed Human Advisors in Client Satisfaction During Crisis: ReportClients of robo-advisors are less concerned with service, while clients of human advisors "are held to a higher standard," says Dalbar's Cory Clark.