Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Retirement Account Contributions Held Steady in Q3: Fidelity
By Michael S. FischerContinuing market gyrations and financial uncertainty drove withdrawals.
November 11, 2020
COVID-19's Impact on the Advisor-Client RelationshipThe coronavirus has boosted shifts in how investors find financial advisors and how they prefer to receive financial advice.
November 10, 2020
TD Ameritrade, Robinhood Trading Outages Continue Into Second DayThe brief Robinhood outage Tuesday morning was "completely resolved," the company says.
November 09, 2020
8 Professions Where Trust Wins Over PricePeople are willing to pay more if they feel the professional they are interacting with has their best interests in mind.
November 09, 2020
Trading Outages at Schwab, E-Trade, TD Ameritrade, Other Platforms Irk InvestorsSchwab reported an unspecified "technical issue," while Fidelity, Merrill, Robinhood and TD Ameritrade blamed high trading volumes.
November 06, 2020
UBS Slashes Asset Minimum for Robo-Advice ProgramThe wirehouse cuts the minimum for its hybrid Advice Advantage Program by 50%.
November 04, 2020
Is PPP Loan Insurance Right for Your Small-Business Client?A new class of PPP loan insurance could help small-business owners mitigate their potential exposure down the line.
November 04, 2020
How the Coronavirus Has Affected American Consumers' SavingsMagnifyMoney analysis shows household savings increased 161% from March to April.